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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Encompass Capital Advisors's ENPH Position: Q2 2026 in Review

Encompass Capital Advisors sold out of Enphase Energy (ENPH) in Q2 2026, closing a stake of 720,288 shares — an estimated $27.2M sold.

Encompass Capital Advisors first reported a position in ENPH in Q4 2020 and held it in 6 quarters. The position peaked at $52.1M in Q2 2021. 538 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Encompass Capital Advisors reported no remaining Enphase Energy position as of Q2 2026 after selling out during the quarter.
Encompass Capital Advisors sold 720,288 Enphase Energy shares in Q2 2026, an estimated $27.2M.
Encompass Capital Advisors first reported a position in Enphase Energy in Q4 2020 and held it in 6 quarters.
Encompass Capital Advisors's Enphase Energy position peaked at $52.1M in Q2 2021.
538 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Encompass Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.