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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Ground Swell Capital's ENPH Position: Q4 2025 in Review

Ground Swell Capital sold out of Enphase Energy (ENPH) in Q4 2025, closing a stake of 6,852 shares — an estimated $242K sold.

Ground Swell Capital first reported a position in ENPH in Q2 2014 and held it in 4 quarters. The position peaked at $533K in Q4 2020. 471 funds tracked by Wall St. Rank hold ENPH as of Q4 2025.

Ground Swell Capital reported no remaining Enphase Energy position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 6,852 Enphase Energy shares in Q4 2025, an estimated $242K.
Ground Swell Capital first reported a position in Enphase Energy in Q2 2014 and held it in 4 quarters.
Ground Swell Capital's Enphase Energy position peaked at $533K in Q4 2020.
471 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.