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

North Star Investment 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 		$837K Buy
17,000
+5,500
+48% +$251K 0.05% 326
2026
Q1 		$435K Buy
11,500
+2,500
+28% +$104K 0.03% 401
2025
Q4 		$288K Sell
9,000
-11,250
-56% -$364K 0.02% 395
2025
Q3 		$717K Hold
20,250
– – 0.05% 285
2025
Q2 		$803K Hold
20,250
– – 0.06% 260
2025
Q1 		$1.26M Hold
20,250
– – 0.09% 197
2024
Q4 		$1.39M Hold
20,250
– – 0.1% 188
2024
Q3 		$2.29M Hold
20,250
– – 0.16% 138
2024
Q2 		$2.02M Hold
20,250
– – 0.15% 154
2024
Q1 		$2.45M Hold
20,250
– – 0.17% 140
2023
Q4 		$2.68M Buy
20,250
+4,697
+30% +$498K 0.21% 122
2023
Q3 		$1.87M Buy
15,553
+3,000
+24% +$427K 0.16% 144
2023
Q2 		$2.1M Hold
12,553
– – 0.17% 145
2023
Q1 		$2.64M Hold
12,553
– – 0.22% 111
2022
Q4 		$3.33M Buy
12,553
+3
+0% +$873 0.3% 87
2022
Q3 		$3.48M Hold
12,550
– – 0.34% 72
2022
Q2 		$2.45M Hold
12,550
– – 0.22% 116
2022
Q1 		$2.53M Hold
12,550
– – 0.2% 120
2021
Q4 		$2.3M Buy
12,550
+100
+0.8% +$20.9K 0.16% 135
2021
Q3 		$1.87M Buy
12,450
+50
+0.4% +$8.58K 0.15% 149
2021
Q2 		$2.28M Buy
12,400
+150
+1% +$22K 0.18% 130
2021
Q1 		$1.99M Buy
12,250
+250
+2% +$44.9K 0.19% 133
2020
Q4 		$2.11M Hold
12,000
– – 0.22% 116
2020
Q3 		$991K Hold
12,000
– – 0.12% 176
2020
Q2 		$571K Hold
12,000
– – 0.07% 221
2020
Q1 		$387K Hold
12,000
– – 0.06% 245
2019
Q4 		$314K Buy
+12,000
New +$273K 0.03% 321

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 $3.38T AUM 44.17% 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 Investment Management's ENPH Position: Q2 2026 in Review

North Star Investment Management increased its Enphase Energy (ENPH) stake by 48% in Q2 2026, buying an estimated $251K and bringing the position to 17,000 shares worth $837K. The position accounts for 0.05% of the portfolio, ranked #326.

North Star Investment Management first reported a position in ENPH in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.48M in Q3 2022. 538 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • North Star Investment Management held 17,000 shares of Enphase Energy worth $837K as of Q2 2026.
  • North Star Investment Management bought 5,500 Enphase Energy shares in Q2 2026, an estimated $251K.
  • Enphase Energy made up 0.05% of North Star Investment Management's portfolio in Q2 2026, its #326 holding.
  • North Star Investment Management first reported a position in Enphase Energy in Q4 2019 and has held it in 27 quarters since.
  • North Star Investment Management's Enphase Energy position peaked at $3.48M in Q3 2022.
  • 538 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.