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Kimelman & Baird’s Enphase Energy ENPH Stock Holding History

Kimelman & Baird’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 		$666K Buy
17,627
+17,572
+31,949% +$730K 0.05% 78
2025
Q4 		$1.76K Hold
55
– – ﹤0.01% 239
2025
Q3 		$1.95K Hold
55
– – ﹤0.01% 260
2025
Q2 		$2.18K Hold
55
– – ﹤0.01% 287
2025
Q1 		$3.41K Hold
55
– – ﹤0.01% 279
2024
Q4 		$3.78K Sell
55
-23,218
-100% -$1.84M ﹤0.01% 286
2024
Q3 		$2.63M Sell
23,273
-1,144
-5% -$128K 0.21% 49
2024
Q2 		$2.43M Buy
+24,417
New +$2.84M 0.2% 48

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

Kimelman & Baird's ENPH Position: Q1 2026 in Review

Kimelman & Baird increased its Enphase Energy (ENPH) stake by 31,949% in Q1 2026, buying an estimated $730K and bringing the position to 17,627 shares worth $666K. The position accounts for 0.05% of the portfolio, ranked #78.

Kimelman & Baird first reported a position in ENPH in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.63M in Q3 2024. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Kimelman & Baird held 17,627 shares of Enphase Energy worth $666K as of Q1 2026.
  • Kimelman & Baird bought 17,572 Enphase Energy shares in Q1 2026, an estimated $730K.
  • Enphase Energy made up 0.05% of Kimelman & Baird's portfolio in Q1 2026, its #78 holding.
  • Kimelman & Baird first reported a position in Enphase Energy in Q2 2024 and has held it in 8 quarters since.
  • Kimelman & Baird's Enphase Energy position peaked at $2.63M in Q3 2024.
  • 493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.