Dmitry Balyasny’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $218K | Sell |
4,421
-475,569
| -99% | -$21.7M | ﹤0.01% | 2800 |
|
|
2026
Q1 | $18.1M | Buy |
479,990
+4,462
| +0.9% | +$185K | 0.02% | 727 |
|
|
2025
Q4 | $15.2M | Buy |
475,528
+131,491
| +38% | +$4.26M | 0.02% | 855 |
|
|
2025
Q3 | $12.2M | Buy |
+344,037
| New | +$12.8M | 0.02% | 953 |
|
|
2025
Q2 | – | Sell |
-5,745
| Closed | -$265K | – | 2960 |
|
|
2025
Q1 | $356K | Sell |
5,745
-9,626
| -63% | -$609K | ﹤0.01% | 2390 |
|
|
2024
Q4 | $1.06M | Sell |
15,371
-116,587
| -88% | -$9.25M | ﹤0.01% | 1927 |
|
|
2024
Q3 | $14.9M | Buy |
131,958
+123,372
| +1,437% | +$13.8M | 0.02% | 766 |
|
|
2024
Q2 | $856K | Sell |
8,586
-142,642
| -94% | -$16.6M | ﹤0.01% | 1849 |
|
|
2024
Q1 | $18.3M | Buy |
151,228
+129,360
| +592% | +$15.1M | 0.03% | 653 |
|
|
2023
Q4 | $2.89M | Buy |
+21,868
| New | +$2.32M | 0.01% | 1331 |
|
|
2023
Q3 | – | Sell |
-3,195
| Closed | -$455K | – | 2373 |
|
|
2023
Q2 | $535K | Sell |
3,195
-61,900
| -95% | -$11.1M | ﹤0.01% | 1836 |
|
|
2023
Q1 | $13.7M | Buy |
65,095
+22,338
| +52% | +$4.84M | 0.03% | 659 |
|
|
2022
Q4 | $11.3M | Buy |
+42,757
| New | +$12.4M | 0.03% | 687 |
|
|
2022
Q3 | – | Sell |
-68,616
| Closed | -$18.5M | – | 2940 |
|
|
2022
Q2 | $13.4M | Sell |
68,616
-51,805
| -43% | -$9.37M | 0.04% | 552 |
|
|
2022
Q1 | $24.3M | Buy |
+120,421
| New | +$18.9M | 0.08% | 353 |
|
|
2021
Q3 | – | Sell |
-100,550
| Closed | -$18.5M | – | 2072 |
|
|
2021
Q2 | $18.5M | Sell |
100,550
-7,797
| -7% | -$1.14M | 0.09% | 313 |
|
|
2021
Q1 | $17.6M | Buy |
+108,347
| New | +$19.4M | 0.09% | 308 |
|
|
2020
Q3 | – | Sell |
-477,111
| Closed | -$22.7M | – | 1375 |
|
|
2020
Q2 | $22.7M | Buy |
+477,111
| New | +$22.8M | 0.2% | 145 |
|
|
2019
Q3 | – | Sell |
-44,904
| Closed | -$819K | – | 1280 |
|
|
2019
Q2 | $819K | Buy |
+44,904
| New | +$618K | 0.01% | 1130 |
|
|
2016
Q3 | – | Sell |
-11,460
| Closed | -$23K | – | 1067 |
|
|
2016
Q2 | $23K | Sell |
11,460
-10,440
| -48% | -$22.9K | ﹤0.01% | 1126 |
|
|
2016
Q1 | $51K | Buy |
+21,900
| New | +$53.9K | ﹤0.01% | 1229 |
|
|
2015
Q2 | – | Sell |
-20,060
| Closed | -$265K | – | 1193 |
|
|
2015
Q1 | $265K | Buy |
+20,060
| New | +$259K | ﹤0.01% | 802 |
|
Other funds holding ENPH
GGHC
SPC
Dmitry Balyasny's ENPH Position: Q2 2026 in Review
Dmitry Balyasny reduced its Enphase Energy (ENPH) stake by 99% in Q2 2026, selling an estimated $21.7M and leaving 4,421 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2800.
Dmitry Balyasny first reported a position in ENPH in Q1 2015 and has held it in 22 quarters since. The position peaked at $24.3M in Q1 2022. 533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.
- Dmitry Balyasny held 4,421 shares of Enphase Energy worth $218K as of Q2 2026.
- Dmitry Balyasny sold 475,569 Enphase Energy shares in Q2 2026, an estimated $21.7M.
- Enphase Energy made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2800 holding.
- Dmitry Balyasny first reported a position in Enphase Energy in Q1 2015 and has held it in 22 quarters since.
- Dmitry Balyasny's Enphase Energy position peaked at $24.3M in Q1 2022.
- 533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.