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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
Q2 		$10.1M Buy
204,838
+187,211
+1,062% +$8.53M 0.74% 34
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kimelman & Baird's ENPH Position: Q2 2026 in Review

Kimelman & Baird increased its Enphase Energy (ENPH) stake by 1,062% in Q2 2026, buying an estimated $8.53M and bringing the position to 204,838 shares worth $10.1M. The position accounts for 0.74% of the portfolio, ranked #34.

Kimelman & Baird first reported a position in ENPH in Q2 2024 and has held it in 9 quarters since. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Kimelman & Baird held 204,838 shares of Enphase Energy worth $10.1M as of Q2 2026.
  • Kimelman & Baird bought 187,211 Enphase Energy shares in Q2 2026, an estimated $8.53M.
  • Enphase Energy made up 0.74% of Kimelman & Baird's portfolio in Q2 2026, its #34 holding.
  • Kimelman & Baird first reported a position in Enphase Energy in Q2 2024 and has held it in 9 quarters since.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.