Marathon Capital Management’s Enphase Energy ENPH Stock Holding History

Marathon Capital 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 Q1	$2.17M	Buy	57,368 +180	+0.3%	+$7.47K	0.49%	50
2025 Q4	$1.83M	Sell	57,188 -870	-1%	-$28.2K	0.39%	55
2025 Q3	$2.05M	Buy	58,058 +2,225	+4%	+$82.7K	0.47%	47
2025 Q2	$2.21M	Sell	55,833 -2,765	-5%	-$128K	0.56%	45
2025 Q1	$3.64M	Sell	58,598 -270	-0.5%	-$17.1K	0.97%	31
2024 Q4	$4.04M	Buy	58,868 +1,050	+2%	+$83.3K	1.01%	28
2024 Q3	$6.53M	Sell	57,818 -530	-0.9%	-$59.2K	1.58%	17
2024 Q2	$5.82M	Sell	58,348 -13,145	-18%	-$1.53M	1.48%	15
2024 Q1	$8.65M	Buy	71,493 +207	+0.3%	+$24.2K	2.06%	9
2023 Q4	$9.42M	Buy	71,286 +30	+0%	+$3.18K	2.37%	4
2023 Q3	$8.56M	Sell	71,256 -1,410	-2%	-$201K	2.15%	6
2023 Q2	$12.2M	Sell	72,666 -9,515	-12%	-$1.7M	3%	2
2023 Q1	$17.3M	Buy	82,181 +2,865	+4%	+$621K	4.25%	2
2022 Q4	$21M	Sell	79,316 -780	-1%	-$227K	5.79%	2
2022 Q3	$22.2M	Buy	80,096 +32,032	+67%	+$8.64M	6.35%	2
2022 Q2	$9.38M	Sell	48,064 -295	-0.6%	-$53.3K	3.03%	2
2022 Q1	$9.76M	Sell	48,359 -8,136	-14%	-$1.28M	2.8%	2
2021 Q4	$10.3M	Sell	56,495 -1,970	-3%	-$411K	2.42%	2
2021 Q3	$8.77M	Sell	58,465 -1,565	-3%	-$269K	1.99%	2
2021 Q2	$11M	Sell	60,030 -6,500	-10%	-$953K	2.55%	2
2021 Q1	$10.8M	Sell	66,530 -1,045	-2%	-$188K	2.84%	2
2020 Q4	$11.9M	Sell	67,575 -27,245	-29%	-$3.46M	3.49%	2
2020 Q3	$7.83M	Sell	94,820 -25,265	-21%	-$1.69M	2.85%	2
2020 Q2	$5.71M	Sell	120,085 -74,580	-38%	-$3.56M	2.19%	2
2020 Q1	$6.29M	Sell	194,665 -143,400	-42%	-$5.4M	2.89%	2
2019 Q4	$8.83M	Buy	338,065 +1,790	+0.5%	+$40.7K	3%	2
2019 Q3	$7.47M	Sell	336,275 -76,711	-19%	-$1.97M	3.01%	2
2019 Q2	$7.53M	Sell	412,986 -37,489	-8%	-$516K	3.07%	2
2019 Q1	$4.16M	Buy	450,475 +7,775	+2%	+$59.1K	1.86%	2
2018 Q4	$2.09M	Buy	442,700 +9,225	+2%	+$46.8K	1.04%	14
2018 Q3	$2.1M	Buy	433,475 +182,600	+73%	+$1M	0.81%	27
2018 Q2	$1.69M	Buy	+250,875	New	+$1.3M	0.64%	33
2016 Q1	–	Sell	-31,500	Closed	-$110K	–	92
2015 Q4	$110K	Sell	31,500 -5,000	-14%	-$15.6K	0.06%	76
2015 Q3	$135K	Buy	36,500 +18,000	+97%	+$95.8K	0.07%	77
2015 Q2	$141K	Buy	+18,500	New	+$201K	0.07%	85

Other funds holding ENPH

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marathon Capital Management's ENPH Position: Q1 2026 in Review

Marathon Capital Management increased its Enphase Energy (ENPH) stake by 0.31% in Q1 2026, buying an estimated $7.47K and bringing the position to 57,368 shares worth $2.17M. The position accounts for 0.49% of the portfolio, ranked #50.

Marathon Capital Management first reported a position in ENPH in Q2 2015 and has held it in 35 quarters since. The position peaked at $22.2M in Q3 2022. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

Marathon Capital Management held 57,368 shares of Enphase Energy worth $2.17M as of Q1 2026.
Marathon Capital Management bought 180 Enphase Energy shares in Q1 2026, an estimated $7.47K.
Enphase Energy made up 0.49% of Marathon Capital Management's portfolio in Q1 2026, its #50 holding.
Marathon Capital Management first reported a position in Enphase Energy in Q2 2015 and has held it in 35 quarters since.
Marathon Capital Management's Enphase Energy position peaked at $22.2M in Q3 2022.
493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.