ECP
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Electron Capital Partners’s Enphase Energy ENPH Stock Holding History

Electron Capital Partners’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.5M Buy
+488,852
New +$20.3M 0.72% 32
2025
Q1 		– Sell
-102,600
Closed -$7.05M – 42
2024
Q4 		$7.05M Sell
102,600
-387,621
-79% -$30.8M 0.37% 28
2024
Q3 		$55.4M Buy
490,221
+353,166
+258% +$39.5M 2.67% 14
2024
Q2 		$13.7M Buy
137,055
+31,496
+30% +$3.67M 0.7% 31
2024
Q1 		$12.8M Buy
+105,559
New +$12.3M 0.56% 34
2022
Q4 		– Sell
-7,717
Closed -$2.14M – 51
2022
Q3 		$2.14M Sell
7,717
-183,298
-96% -$49.4M 0.09% 45
2022
Q2 		$37.3M Buy
191,015
+83,243
+77% +$15M 1.75% 20
2022
Q1 		$21.7M Buy
+107,772
New +$16.9M 0.87% 31
2021
Q2 		– Sell
-191,963
Closed -$31.1M – 57
2021
Q1 		$31.1M Buy
191,963
+42,481
+28% +$7.63M 2.15% 17
2020
Q4 		$26.2M Sell
149,482
-1,028,738
-87% -$130M 1.8% 21
2020
Q3 		$97.3M Sell
1,178,220
-385,833
-25% -$25.8M 6.72% 3
2020
Q2 		$74.4M Buy
1,564,053
+1,057,476
+209% +$50.5M 8.15% 2
2020
Q1 		$16.4M Sell
506,577
-1,687,281
-77% -$63.6M 4.28% 9
2019
Q4 		$57.3M Buy
2,193,858
+959,763
+78% +$21.8M 6.85% 5
2019
Q3 		$27.4M Sell
1,234,095
-789,299
-39% -$20.2M 4.02% 9
2019
Q2 		$36.9M Sell
2,023,394
-2,641,486
-57% -$36.3M 5.02% 7
2019
Q1 		$43.1M Sell
4,664,880
-272,076
-6% -$2.07M 5.49% 7
2018
Q4 		$23.4M Buy
4,936,956
+2,928,969
+146% +$14.9M 3.05% 10
2018
Q3 		$9.74M Sell
2,007,987
-1,988,512
-50% -$10.9M 1.4% 17
2018
Q2 		$26.9M Sell
3,996,499
-243,976
-6% -$1.26M 5.36% 8
2018
Q1 		$19.4M Buy
4,240,475
+1,854
+0% +$5.63K 3.67% 10
2017
Q4 		$10.2M Sell
4,238,621
-70,200
-2% -$147K 1.72% 17
2017
Q3 		$6.55M Hold
4,308,821
– – 1.22% 21
2017
Q2 		$3.73M Buy
4,308,821
+582,479
+16% +$577K 0.73% 25
2017
Q1 		$5.11M Buy
+3,726,342
New +$5.42M 1.5% 22

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Electron Capital Partners's ENPH Position: Q1 2026 in Review

Electron Capital Partners opened a new position in Enphase Energy (ENPH) in Q1 2026: 488,852 shares worth $18.5M. The stake represents 0.72% of the portfolio and ranks #32 among its holdings. This is a return to the name: Electron Capital Partners previously reported a position in ENPH as recently as Q4 2024.

Electron Capital Partners first reported a position in ENPH in Q1 2017 and has held it in 25 quarters since. The position peaked at $97.3M in Q3 2020. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Electron Capital Partners held 488,852 shares of Enphase Energy worth $18.5M as of Q1 2026.
  • Enphase Energy was a new Electron Capital Partners position in Q1 2026.
  • Enphase Energy made up 0.72% of Electron Capital Partners's portfolio in Q1 2026, its #32 holding.
  • Electron Capital Partners first reported a position in Enphase Energy in Q1 2017 and has held it in 25 quarters since.
  • Electron Capital Partners's Enphase Energy position peaked at $97.3M in Q3 2020.
  • 493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Electron Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.