Ground Swell Capital’s Enphase Energy ENPH Stock Holding History

Ground Swell Capital’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	$592K	Buy	+12,024	New	+$548K	0.64%	13
2025 Q4	–	Sell	-6,852	Closed	-$242K	–	116
2025 Q3	$242K	Buy	+6,852	New	+$255K	0.53%	71
2025 Q2	–	Sell	-7,118	Closed	-$442K	–	177
2025 Q1	$442K	Buy	+7,118	New	+$450K	0.95%	26
2021 Q1	–	Sell	-3,037	Closed	-$533K	–	110
2020 Q4	$533K	Buy	+3,037	New	+$385K	2.04%	10
2014 Q3	–	Sell	-376	Closed	-$3K	–	2482
2014 Q2	$3K	Buy	+376	New	+$3.05K	0.01%	1296

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 $3.37T AUM 44.26% 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

Ground Swell Capital's ENPH Position: Q2 2026 in Review

Ground Swell Capital opened a new position in Enphase Energy (ENPH) in Q2 2026: 12,024 shares worth $592K. The stake represents 0.64% of the portfolio and ranks #13 among its holdings. This is a return to the name: Ground Swell Capital previously reported a position in ENPH as recently as Q3 2025.

Ground Swell Capital first reported a position in ENPH in Q2 2014 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Ground Swell Capital held 12,024 shares of Enphase Energy worth $592K as of Q2 2026.
Enphase Energy was a new Ground Swell Capital position in Q2 2026.
Enphase Energy made up 0.64% of Ground Swell Capital's portfolio in Q2 2026, its #13 holding.
Ground Swell Capital first reported a position in Enphase Energy in Q2 2014 and has held it in 5 quarters since.
537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.