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 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	$1.31M	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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Mount Vernon Associates's ENPH Position: Q2 2026 in Review

Mount Vernon Associates reduced its Enphase Energy (ENPH) stake by 21% in Q2 2026, selling an estimated $100K and leaving 8,280 shares worth $408K. The position accounts for 0.27% of the portfolio, ranked #45.

Mount Vernon Associates first reported a position in ENPH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q3 2024. 150 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Mount Vernon Associates held 8,280 shares of Enphase Energy worth $408K as of Q2 2026.
Mount Vernon Associates sold 2,200 Enphase Energy shares in Q2 2026, an estimated $100K.
Enphase Energy made up 0.27% of Mount Vernon Associates's portfolio in Q2 2026, its #45 holding.
Mount Vernon Associates first reported a position in Enphase Energy in Q3 2023 and has held it in 12 quarters since.
Mount Vernon Associates's Enphase Energy position peaked at $1.36M in Q3 2024.
150 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.