FAM
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Fulcrum Asset Management’s Enphase Energy ENPH Stock Holding History

Fulcrum Asset 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
Q2 		$28.3K Buy
+586
New +$26.7K ﹤0.01% 597
2020
Q4 		– Hold
0
– – – 77
2020
Q3 		– Sell
-29,833
Closed -$2M – 34
2020
Q2 		$1.51M Buy
+29,833
New +$1.43M 0.51% 78

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fulcrum Asset Management's ENPH Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Enphase Energy (ENPH) in Q2 2026: 586 shares worth $28.3K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Fulcrum Asset Management previously reported a position in ENPH as recently as Q2 2020.

Fulcrum Asset Management first reported a position in ENPH in Q2 2020 and has held it in 2 quarters since. The position peaked at $1.51M in Q2 2020. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Fulcrum Asset Management held 586 shares of Enphase Energy worth $28.3K as of Q2 2026.
  • Enphase Energy was a new Fulcrum Asset Management position in Q2 2026.
  • Enphase Energy made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #597 holding.
  • Fulcrum Asset Management first reported a position in Enphase Energy in Q2 2020 and has held it in 2 quarters since.
  • Fulcrum Asset Management's Enphase Energy position peaked at $1.51M in Q2 2020.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.