Mount Vernon Associates’s Enphase Energy ENPH Stock Holding History

Mount Vernon Associates’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 Q3	–	Sell	-8,280	Closed	-$408K	–	58
2026 Q2	$408K	Sell	8,280 -2,200	-21%	-$100K	0.27%	45
2026 Q1	$396K	Hold	10,480	–	–	0.28%	44
2025 Q4	$336K	Sell	10,480 -2,680	-20%	-$86.8K	0.23%	49
2025 Q3	$466K	Buy	13,160 +400	+3%	+$14.9K	0.33%	38
2025 Q2	$506K	Buy	12,760 +450	+4%	+$20.8K	0.37%	37
2025 Q1	$764K	Buy	12,310 +150	+1%	+$9.49K	0.62%	34
2024 Q4	$835K	Buy	12,160 +105	+0.9%	+$8.33K	0.65%	30
2024 Q3	$1.36M	Buy	12,055 +750	+7%	+$83.8K	1.08%	26
2024 Q2	$1.13M	Buy	11,305 +1,080	+11%	+$126K	1%	27
2024 Q1	$1.24M	Buy	10,225 +270	+3%	+$31.5K	1.05%	27
2023 Q4	$1.32M	Buy	9,955 +1,495	+18%	+$159K	1.29%	26
2023 Q3	$1.02M	Buy	+8,460	New	+$1.21M	1.12%	28

Other funds holding ENPH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mount Vernon Associates's ENPH Position: Q3 2026 in Review

Mount Vernon Associates sold out of Enphase Energy (ENPH) in Q3 2026, closing a stake of 8,280 shares — an estimated $408K sold.

Mount Vernon Associates first reported a position in ENPH in Q3 2023 and held it in 12 quarters. The position peaked at $1.36M in Q3 2024. 268 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

Mount Vernon Associates reported no remaining Enphase Energy position as of Q3 2026 after selling out during the quarter.
Mount Vernon Associates sold 8,280 Enphase Energy shares in Q3 2026, an estimated $408K.
Mount Vernon Associates first reported a position in Enphase Energy in Q3 2023 and held it in 12 quarters.
Mount Vernon Associates's Enphase Energy position peaked at $1.36M in Q3 2024.
268 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

Based on Mount Vernon Associates's 13F filing for Q3 2026, filed 26 Oct 2026.