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North Star Asset Management’s Enphase Energy ENPH Stock Holding History

North Star Asset 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
Q2 		$260K Buy
+5,286
New +$241K 0.01% 323
2025
Q4 		– Sell
-7,902
Closed -$280K – 351
2025
Q3 		$280K Sell
7,902
-1,357
-15% -$50.4K 0.01% 294
2025
Q2 		$367K Sell
9,259
-1,710
-16% -$79K 0.02% 254
2025
Q1 		$681K Sell
10,969
-2,777
-20% -$176K 0.03% 199
2024
Q4 		$944K Sell
13,746
-5,496
-29% -$436K 0.04% 174
2024
Q3 		$2.17M Sell
19,242
-629
-3% -$70.3K 0.1% 130
2024
Q2 		$1.98M Buy
19,871
+1,227
+7% +$143K 0.09% 133
2024
Q1 		$2.26M Buy
18,644
+1,466
+9% +$171K 0.11% 130
2023
Q4 		$2.27M Sell
17,178
-3,721
-18% -$395K 0.12% 125
2023
Q3 		$2.51M Buy
20,899
+18,855
+922% +$2.69M 0.14% 116
2023
Q2 		$342K Buy
2,044
+10
+0.5% +$1.79K 0.02% 238
2023
Q1 		$428K Hold
2,034
– – 0.03% 224
2022
Q4 		$539K Hold
2,034
– – 0.03% 198
2022
Q3 		$564K Sell
2,034
-41
-2% -$11.1K 0.04% 185
2022
Q2 		$405K Hold
2,075
– – 0.03% 213
2022
Q1 		$419K Buy
2,075
+240
+13% +$37.7K 0.02% 218
2021
Q4 		$336K Buy
1,835
+100
+6% +$20.9K 0.02% 248
2021
Q3 		$260K Hold
1,735
– – 0.01% 263
2021
Q2 		$319K Sell
1,735
-300
-15% -$44K 0.02% 242
2021
Q1 		$330K Buy
2,035
+35
+2% +$6.28K 0.02% 230
2020
Q4 		$351K Buy
+2,000
New +$254K 0.02% 220

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

North Star Asset Management's ENPH Position: Q2 2026 in Review

North Star Asset Management opened a new position in Enphase Energy (ENPH) in Q2 2026: 5,286 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: North Star Asset Management previously reported a position in ENPH as recently as Q3 2025.

North Star Asset Management first reported a position in ENPH in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.51M in Q3 2023. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • North Star Asset Management held 5,286 shares of Enphase Energy worth $260K as of Q2 2026.
  • Enphase Energy was a new North Star Asset Management position in Q2 2026.
  • Enphase Energy made up 0.01% of North Star Asset Management's portfolio in Q2 2026, its #323 holding.
  • North Star Asset Management first reported a position in Enphase Energy in Q4 2020 and has held it in 21 quarters since.
  • North Star Asset Management's Enphase Energy position peaked at $2.51M in Q3 2023.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on North Star Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.