National Bank of Canada
ENPH icon

National Bank of Canada’s Enphase Energy ENPH Stock Holding History

National Bank of Canada’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 		$572K Sell
15,134
-219,105
-94% -$9.1M ﹤0.01% 1350
2025
Q4 		$7.51M Buy
234,239
+217,808
+1,326% +$7.05M 0.01% 783
2025
Q3 		$581K Sell
16,431
-90,307
-85% -$3.35M ﹤0.01% 1314
2025
Q2 		$4.23M Sell
106,738
-277,647
-72% -$12.8M ﹤0.01% 979
2025
Q1 		$23.9M Sell
384,385
-736,024
-66% -$46.6M 0.03% 478
2024
Q4 		$76.9M Buy
1,120,409
+1,052,689
+1,554% +$83.5M 0.08% 228
2024
Q3 		$7.65M Buy
67,720
+25,261
+59% +$2.82M 0.01% 733
2024
Q2 		$4.13M Buy
42,459
+9,857
+30% +$1.15M 0.01% 783
2024
Q1 		$3.53M Sell
32,602
-5,421
-14% -$633K 0.01% 895
2023
Q4 		$4.99M Sell
38,023
-56,821
-60% -$6.03M 0.01% 770
2023
Q3 		$11.1M Sell
94,844
-140,114
-60% -$20M 0.02% 585
2023
Q2 		$39.8M Buy
234,958
+193,526
+467% +$34.6M 0.07% 221
2023
Q1 		$8.71M Sell
41,432
-20,399
-33% -$4.42M 0.02% 457
2022
Q4 		$16.4M Sell
61,831
-32,124
-34% -$9.35M 0.04% 304
2022
Q3 		$26.1M Buy
93,955
+88,693
+1,686% +$23.9M 0.14% 164
2022
Q2 		$1.03M Buy
5,262
+3,147
+149% +$569K ﹤0.01% 1009
2022
Q1 		$427K Sell
2,115
-38,376
-95% -$6.03M ﹤0.01% 1322
2021
Q4 		$7.41M Buy
+40,491
New +$8.45M 0.03% 459

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Alyeska Investment Group
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Bank of Canada's ENPH Position: Q1 2026 in Review

National Bank of Canada reduced its Enphase Energy (ENPH) stake by 94% in Q1 2026, selling an estimated $9.1M and leaving 15,134 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

National Bank of Canada first reported a position in ENPH in Q4 2021 and has held it in 18 quarters since. The position peaked at $76.9M in Q4 2024. 494 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • National Bank of Canada held 15,134 shares of Enphase Energy worth $572K as of Q1 2026.
  • National Bank of Canada sold 219,105 Enphase Energy shares in Q1 2026, an estimated $9.1M.
  • Enphase Energy made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1350 holding.
  • National Bank of Canada first reported a position in Enphase Energy in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Enphase Energy position peaked at $76.9M in Q4 2024.
  • 494 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.