Mirova’s Enphase Energy ENPH Stock Holding History

Mirova’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
2025 Q3	–	Sell	-13,560	Closed	-$538K	–	117
2025 Q2	$538K	Sell	13,560 -13,914	-51%	-$643K	0.08%	92
2025 Q1	$1.7M	Hold	27,474	–	–	0.31%	65
2024 Q4	$1.89M	Buy	27,474 +3,325	+14%	+$264K	0.33%	63
2024 Q3	$2.73M	Hold	24,149	–	–	0.47%	51
2024 Q2	$2.41M	Sell	24,149 -365	-1%	-$42.5K	0.44%	52
2024 Q1	$2.97M	Sell	24,514 -196,987	-89%	-$23M	0.53%	42
2023 Q4	$29.3M	Sell	221,501 -71,615	-24%	-$7.6M	5.99%	5
2023 Q3	$35.2M	Buy	293,116 +13,095	+5%	+$1.87M	7.09%	3
2023 Q2	$46.9M	Buy	280,021 +48,912	+21%	+$8.74M	8.25%	2
2023 Q1	$48.6M	Buy	231,109 +213,336	+1,200%	+$46.2M	7.01%	3
2022 Q4	$4.71M	Sell	17,773 -4,996	-22%	-$1.45M	0.74%	22
2022 Q3	$6.32M	Sell	22,769 -9,076	-29%	-$2.45M	1.06%	11
2022 Q2	$6.22M	Buy	31,845 +12,230	+62%	+$2.21M	0.88%	18
2022 Q1	$3.96M	Sell	19,615 -421	-2%	-$66.2K	0.53%	30
2021 Q4	$3.67M	Sell	20,036 -54,820	-73%	-$11.4M	0.44%	35
2021 Q3	$11.2M	Sell	74,856 -61,966	-45%	-$10.6M	1.44%	10
2021 Q2	$25.1M	Sell	136,822 -39,215	-22%	-$5.75M	3.01%	7
2021 Q1	$28.5M	Buy	176,037 +171,037	+3,421%	+$30.7M	3.41%	8
2020 Q4	$877K	Buy	5,000 +1,382	+38%	+$175K	0.11%	70
2020 Q3	$299K	Buy	+3,618	New	+$242K	0.05%	54

Other funds holding ENPH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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