Guinness Atkinson Asset Management’s Enphase Energy ENPH Stock Holding History

Guinness Atkinson 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	$189K	Sell	3,830 -786	-17%	-$35.8K	0.08%	88
2026 Q1	$175K	Hold	4,616	–	–	0.09%	89
2025 Q4	$153K	Hold	4,616	–	–	0.07%	88
2025 Q3	$167K	Sell	4,616 -42	-0.9%	-$1.56K	0.08%	87
2025 Q2	$185K	Sell	4,658 -232	-5%	-$10.7K	0.1%	77
2025 Q1	$303K	Buy	4,890 +424	+9%	+$26.8K	0.17%	66
2024 Q4	$307K	Sell	4,466 -314	-7%	-$24.9K	0.16%	70
2024 Q3	$540K	Sell	4,780 -90	-2%	-$10.1K	0.26%	57
2024 Q2	$486K	Hold	4,870	–	–	0.24%	59
2024 Q1	$589K	Sell	4,870 -104	-2%	-$12.1K	0.28%	57
2023 Q4	$657K	Buy	4,974 +502	+11%	+$53.2K	0.34%	56
2023 Q3	$537K	Buy	4,472 +54	+1%	+$7.69K	0.3%	60
2023 Q2	$740K	Sell	4,418 -72	-2%	-$12.9K	0.39%	55
2023 Q1	$944K	Buy	4,490 +438	+11%	+$94.9K	0.53%	40
2022 Q4	$1.07M	Hold	4,052	–	–	0.68%	37
2022 Q3	$1.13M	Hold	4,052	–	–	0.72%	37
2022 Q2	$791K	Buy	4,052 +54	+1%	+$9.76K	0.46%	42
2022 Q1	$807K	Sell	3,998 -184	-4%	-$28.9K	0.39%	47
2021 Q4	$765K	Buy	4,182 +68	+2%	+$14.2K	0.33%	44
2021 Q3	$617K	Buy	4,114 +48	+1%	+$8.24K	0.29%	52
2021 Q2	$747K	Buy	4,066 +31	+0.8%	+$4.55K	0.33%	45
2021 Q1	$654K	Buy	4,035 +1,348	+50%	+$242K	0.32%	46
2020 Q4	$472K	Sell	2,687 -513	-16%	-$65.1K	0.25%	53
2020 Q3	$264K	Hold	3,200	–	–	0.16%	57
2020 Q2	$152K	Sell	3,200 -400	-11%	-$19.1K	0.1%	66
2020 Q1	$116K	Buy	+3,600	New	+$136K	0.09%	62
2016 Q4	–	Sell	-208,900	Closed	-$247K	–	65
2016 Q3	$247K	Hold	208,900	–	–	0.15%	63
2016 Q2	$416K	Buy	208,900 +62,300	+42%	+$137K	0.26%	48
2016 Q1	$342K	Sell	146,600 -50,100	-25%	-$123K	0.21%	55
2015 Q4	$690K	Buy	196,700 +141,000	+253%	+$440K	0.4%	43
2015 Q3	$206K	Hold	55,700	–	–	0.13%	63
2015 Q2	$424K	Buy	55,700 +19,800	+55%	+$215K	0.19%	54
2015 Q1	$474K	Hold	35,900	–	–	0.21%	54
2014 Q4	$513K	Sell	35,900 -13,000	-27%	-$162K	0.3%	48
2014 Q3	$733K	Buy	+48,900	New	+$620K	0.41%	50

Other funds holding ENPH

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Guinness Atkinson Asset Management's ENPH Position: Q2 2026 in Review

Guinness Atkinson Asset Management reduced its Enphase Energy (ENPH) stake by 17% in Q2 2026, selling an estimated $35.8K and leaving 3,830 shares worth $189K. The position accounts for 0.08% of the portfolio, ranked #88.

Guinness Atkinson Asset Management first reported a position in ENPH in Q3 2014 and has held it in 35 quarters since. The position peaked at $1.13M in Q3 2022. 158 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Guinness Atkinson Asset Management held 3,830 shares of Enphase Energy worth $189K as of Q2 2026.
Guinness Atkinson Asset Management sold 786 Enphase Energy shares in Q2 2026, an estimated $35.8K.
Enphase Energy made up 0.08% of Guinness Atkinson Asset Management's portfolio in Q2 2026, its #88 holding.
Guinness Atkinson Asset Management first reported a position in Enphase Energy in Q3 2014 and has held it in 35 quarters since.
Guinness Atkinson Asset Management's Enphase Energy position peaked at $1.13M in Q3 2022.
158 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Guinness Atkinson Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.