EIM
ENPH icon

Essex Investment Management’s Enphase Energy ENPH Stock Holding History

Essex Investment Management’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 		$1.34M Buy
35,440
+11,305
+47% +$469K 0.21% 130
2025
Q4 		$774K Buy
+24,135
New +$782K 0.12% 154
2024
Q4 		– Sell
-10,261
Closed -$1.16M – 312
2024
Q3 		$1.16M Sell
10,261
-191
-2% -$21.3K 0.2% 140
2024
Q2 		$1.04M Buy
+10,452
New +$1.22M 0.19% 151
2023
Q3 		– Sell
-6,396
Closed -$1.07M – 373
2023
Q2 		$1.07M Sell
6,396
-56
-0.9% -$10K 0.15% 199
2023
Q1 		$1.36M Sell
6,452
-10,737
-62% -$2.33M 0.2% 158
2022
Q4 		$4.55M Sell
17,189
-1,735
-9% -$505K 0.71% 34
2022
Q3 		$5.25M Sell
18,924
-9,463
-33% -$2.55M 0.84% 26
2022
Q2 		$5.54M Sell
28,387
-486
-2% -$87.9K 0.9% 22
2022
Q1 		$5.83M Buy
28,873
+2,926
+11% +$460K 0.73% 37
2021
Q4 		$4.75M Sell
25,947
-4,779
-16% -$997K 0.54% 49
2021
Q3 		$4.61M Buy
30,726
+17,779
+137% +$3.05M 0.57% 45
2021
Q2 		$2.38M Buy
12,947
+4,180
+48% +$613K 0.28% 120
2021
Q1 		$1.42M Buy
8,767
+1,166
+15% +$209K 0.17% 190
2020
Q4 		$1.33M Sell
7,601
-3,827
-33% -$485K 0.17% 193
2020
Q3 		$944K Buy
11,428
+852
+8% +$57.1K 0.14% 228
2020
Q2 		$503K Sell
10,576
-538
-5% -$25.7K 0.08% 256
2020
Q1 		$359K Buy
+11,114
New +$419K 0.07% 246
2019
Q4 		– Sell
-36,703
Closed -$816K – 488
2019
Q3 		$816K Buy
+36,703
New +$941K 0.12% 238

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Essex Investment Management's ENPH Position: Q1 2026 in Review

Essex Investment Management increased its Enphase Energy (ENPH) stake by 47% in Q1 2026, buying an estimated $469K and bringing the position to 35,440 shares worth $1.34M. The position accounts for 0.21% of the portfolio, ranked #130.

Essex Investment Management first reported a position in ENPH in Q3 2019 and has held it in 19 quarters since. The position peaked at $5.83M in Q1 2022. 495 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Essex Investment Management held 35,440 shares of Enphase Energy worth $1.34M as of Q1 2026.
  • Essex Investment Management bought 11,305 Enphase Energy shares in Q1 2026, an estimated $469K.
  • Enphase Energy made up 0.21% of Essex Investment Management's portfolio in Q1 2026, its #130 holding.
  • Essex Investment Management first reported a position in Enphase Energy in Q3 2019 and has held it in 19 quarters since.
  • Essex Investment Management's Enphase Energy position peaked at $5.83M in Q1 2022.
  • 495 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.