Firsthand Capital Management’s Enphase Energy ENPH Stock Holding History

Firsthand Capital 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	$113K	Hold	3,000	–	–	0.24%	39
2025 Q4	$96.2K	Hold	3,000	–	–	0.18%	38
2025 Q3	$106K	Hold	3,000	–	–	0.18%	42
2025 Q2	$119K	Hold	3,000	–	–	0.21%	40
2025 Q1	$186K	Sell	3,000 -15,000	-83%	-$949K	0.45%	33
2024 Q4	$1.24M	Hold	18,000	–	–	2.57%	13
2024 Q3	$2.03M	Sell	18,000 -242,000	-93%	-$27M	4.01%	8
2024 Q2	$822K	Buy	260,000 +237,000	+1,030%	+$27.6M	1.6%	20
2024 Q1	$2.78M	Buy	23,000 +20,000	+667%	+$2.33M	4.53%	7
2023 Q4	$420K	Sell	3,000 -20,000	-87%	-$2.12M	0.58%	29
2023 Q3	$2.76M	Buy	23,000 +20,000	+667%	+$2.85M	3.98%	8
2023 Q2	$502K	Sell	3,000 -20,000	-87%	-$3.57M	0.6%	30
2023 Q1	$4.84M	Sell	23,000 -10,000	-30%	-$2.17M	5.25%	4
2022 Q4	$8.74M	Sell	33,000 -12,000	-27%	-$3.49M	10.2%	3
2022 Q3	$12.5M	Hold	45,000	–	–	11.38%	3
2022 Q2	$8.79M	Hold	45,000	–	–	7.59%	3
2022 Q1	$9.08M	Sell	45,000 -10,000	-18%	-$1.57M	4.72%	8
2021 Q4	$10.1M	Hold	55,000	–	–	3.83%	9
2021 Q3	$8.25M	Hold	55,000	–	–	2.46%	15
2021 Q2	$10.1M	Hold	55,000	–	–	2.53%	12
2021 Q1	$8.92M	Hold	55,000	–	–	2.5%	13
2020 Q4	$9.65M	Hold	55,000	–	–	2.62%	12
2020 Q3	$4.54M	Hold	55,000	–	–	1.8%	19
2020 Q2	$2.62M	Hold	55,000	–	–	1.2%	27
2020 Q1	$1.78M	Sell	55,000 -100,000	-65%	-$3.77M	1.41%	24
2019 Q4	$4.05M	Hold	155,000	–	–	1.58%	26
2019 Q3	$3.45M	Buy	+155,000	New	+$3.97M	1.39%	27

Other funds holding ENPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Firsthand Capital Management's ENPH Position: Q1 2026 in Review

Firsthand Capital Management held its Enphase Energy (ENPH) position steady in Q1 2026 at 3,000 shares worth $113K. The position accounts for 0.24% of the portfolio, ranked #39.

Firsthand Capital Management first reported a position in ENPH in Q3 2019 and has held it in 27 quarters since. The position peaked at $12.5M in Q3 2022. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

Firsthand Capital Management held 3,000 shares of Enphase Energy worth $113K as of Q1 2026.
Firsthand Capital Management left its Enphase Energy share count unchanged in Q1 2026.
Enphase Energy made up 0.24% of Firsthand Capital Management's portfolio in Q1 2026, its #39 holding.
Firsthand Capital Management first reported a position in Enphase Energy in Q3 2019 and has held it in 27 quarters since.
Firsthand Capital Management's Enphase Energy position peaked at $12.5M in Q3 2022.
493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Firsthand Capital Management's 13F filing for Q1 2026, filed 14 May 2026.