JFG
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Jefferies Financial Group’s Enphase Energy ENPH Stock Holding History

Jefferies Financial Group’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 		$7.86M Sell
208,000
-125,000
-38% -$5.19M 0.05% 246
2025
Q4 		$10.7M Buy
333,000
+178,000
+115% +$5.77M 0.05% 306
2025
Q3 		$5.49M Buy
155,000
+22,500
+17% +$836K 0.03% 348
2025
Q2 		$5.25M Buy
+132,500
New +$6.12M 0.04% 288

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Alyeska Investment Group
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's ENPH Position: Q1 2026 in Review

Jefferies Financial Group reduced its Enphase Energy (ENPH) stake by 30% in Q1 2026, selling an estimated $931K and leaving 53,218 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #639.

Jefferies Financial Group first reported a position in ENPH in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.55M in Q4 2023. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Jefferies Financial Group held 53,218 shares of Enphase Energy worth $2.01M as of Q1 2026.
  • Jefferies Financial Group sold 22,430 Enphase Energy shares in Q1 2026, an estimated $931K.
  • Enphase Energy made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #639 holding.
  • Jefferies Financial Group first reported a position in Enphase Energy in Q4 2022 and has held it in 13 quarters since.
  • Jefferies Financial Group's Enphase Energy position peaked at $9.55M in Q4 2023.
  • 493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.