Oppenheimer & Co
ENPH icon

Oppenheimer & Co’s Enphase Energy ENPH Stock Holding History

Oppenheimer & Co’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 		$996K Buy
30,199
+3,235
+12% +$125K 0.01% 917
2026
Q2 		$1.33M Buy
26,964
+4,846
+22% +$221K 0.01% 813
2026
Q1 		$836K Buy
22,118
+3,871
+21% +$161K 0.01% 952
2025
Q4 		$585K Sell
18,247
-12,868
-41% -$417K 0.01% 1013
2025
Q3 		$1.1M Buy
31,115
+13,711
+79% +$509K 0.01% 850
2025
Q2 		$690K Sell
17,404
-3,299
-16% -$152K 0.01% 1023
2025
Q1 		$1.28M Buy
20,703
+10,041
+94% +$635K 0.02% 696
2024
Q4 		$732K Buy
10,662
+1,879
+21% +$149K 0.01% 924
2024
Q3 		$993K Buy
8,783
+496
+6% +$55.4K 0.02% 786
2024
Q2 		$826K Sell
8,287
-12,672
-60% -$1.48M 0.01% 829
2024
Q1 		$2.54M Buy
20,959
+2,164
+12% +$253K 0.04% 442
2023
Q4 		$2.48M Buy
18,795
+34
+0.2% +$3.61K 0.05% 440
2023
Q3 		$2.25M Buy
18,761
+1,927
+11% +$274K 0.05% 424
2023
Q2 		$2.82M Buy
16,834
+6,571
+64% +$1.17M 0.06% 387
2023
Q1 		$2.16M Buy
10,263
+2,772
+37% +$600K 0.05% 428
2022
Q4 		$1.98M Buy
7,491
+1,690
+29% +$492K 0.05% 444
2022
Q3 		$1.61M Sell
5,801
-948
-14% -$256K 0.04% 495
2022
Q2 		$1.32M Sell
6,749
-4,040
-37% -$730K 0.03% 587
2022
Q1 		$2.18M Buy
10,789
+3,052
+39% +$480K 0.04% 480
2021
Q4 		$1.42M Sell
7,737
-541
-7% -$113K 0.02% 641
2021
Q3 		$1.24M Buy
8,278
+320
+4% +$54.9K 0.02% 663
2021
Q2 		$1.46M Sell
7,958
-167
-2% -$24.5K 0.03% 609
2021
Q1 		$1.32M Buy
8,125
+3,376
+71% +$606K 0.03% 606
2020
Q4 		$833K Sell
4,749
-6,275
-57% -$796K 0.02% 709
2020
Q3 		$910K Buy
11,024
+1,159
+12% +$77.6K 0.02% 622
2020
Q2 		$470K Buy
+9,865
New +$471K 0.01% 829
2017
Q1 		– Sell
-20,000
Closed -$20K – 1301
2016
Q4 		$20K Buy
+20,000
New +$22.9K ﹤0.01% 1267

Other funds holding ENPH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Oppenheimer & Co's ENPH Position: Q3 2026 in Review

Oppenheimer & Co increased its Enphase Energy (ENPH) stake by 12% in Q3 2026, buying an estimated $125K and bringing the position to 30,199 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #917.

Oppenheimer & Co first reported a position in ENPH in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.82M in Q2 2023. 268 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

  • Oppenheimer & Co held 30,199 shares of Enphase Energy worth $996K as of Q3 2026.
  • Oppenheimer & Co bought 3,235 Enphase Energy shares in Q3 2026, an estimated $125K.
  • Enphase Energy made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #917 holding.
  • Oppenheimer & Co first reported a position in Enphase Energy in Q4 2016 and has held it in 27 quarters since.
  • Oppenheimer & Co's Enphase Energy position peaked at $2.82M in Q2 2023.
  • 268 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.