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Encompass Capital Advisors’s Enphase Energy ENPH Stock Holding History

Encompass Capital Advisors’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
2025
Q3 		– Sell
-2,709,700
Closed -$107M – 65
2025
Q2 		$107M Buy
+2,709,700
New +$125M 3.92% 4

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

Encompass Capital Advisors's ENPH Position: Q1 2026 in Review

Encompass Capital Advisors opened a new position in Enphase Energy (ENPH) in Q1 2026: 720,288 shares worth $27.2M. The stake represents 0.82% of the portfolio and ranks #43 among its holdings. This is a return to the name: Encompass Capital Advisors previously reported a position in ENPH as recently as Q3 2024.

Encompass Capital Advisors first reported a position in ENPH in Q4 2020 and has held it in 6 quarters since. The position peaked at $52.1M in Q2 2021. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Encompass Capital Advisors held 720,288 shares of Enphase Energy worth $27.2M as of Q1 2026.
  • Enphase Energy was a new Encompass Capital Advisors position in Q1 2026.
  • Enphase Energy made up 0.82% of Encompass Capital Advisors's portfolio in Q1 2026, its #43 holding.
  • Encompass Capital Advisors first reported a position in Enphase Energy in Q4 2020 and has held it in 6 quarters since.
  • Encompass Capital Advisors's Enphase Energy position peaked at $52.1M in Q2 2021.
  • 493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

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