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O'Shaughnessy Asset Management’s Enphase Energy ENPH Stock Holding History

O'Shaughnessy 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 		– Sell
-6,403
Closed -$242K – 2687
2026
Q1 		$242K Buy
+6,403
New +$266K ﹤0.01% 1901
2025
Q4 		– Sell
-5,909
Closed -$209K – 2668
2025
Q3 		$209K Buy
+5,909
New +$220K ﹤0.01% 1943
2023
Q3 		– Sell
-1,820
Closed -$305K – 1642
2023
Q2 		$305K Buy
1,820
+74
+4% +$13.2K ﹤0.01% 1053
2023
Q1 		$367K Sell
1,746
-1,688
-49% -$366K 0.01% 977
2022
Q4 		$910K Buy
3,434
+405
+13% +$118K 0.01% 622
2022
Q3 		$840K Buy
3,029
+91
+3% +$24.5K 0.02% 598
2022
Q2 		$574K Buy
2,938
+904
+44% +$163K 0.01% 649
2022
Q1 		$410K Sell
2,034
-617
-23% -$96.9K 0.01% 786
2021
Q4 		$485K Buy
2,651
+616
+30% +$129K 0.01% 701
2021
Q3 		$305K Buy
2,035
+709
+53% +$122K 0.01% 839
2021
Q2 		$243K Buy
1,326
+192
+17% +$28.2K ﹤0.01% 933
2021
Q1 		$184K Buy
1,134
+522
+85% +$93.7K ﹤0.01% 961
2020
Q4 		$107K Buy
612
+583
+2,010% +$73.9K ﹤0.01% 1047
2020
Q3 		$2K Buy
+29
New +$1.94K ﹤0.01% 1631

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

O'Shaughnessy Asset Management's ENPH Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of Enphase Energy (ENPH) in Q2 2026, closing a stake of 6,403 shares — an estimated $242K sold.

O'Shaughnessy Asset Management first reported a position in ENPH in Q3 2020 and held it in 14 quarters. The position peaked at $910K in Q4 2022. 533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining Enphase Energy position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 6,403 Enphase Energy shares in Q2 2026, an estimated $242K.
  • O'Shaughnessy Asset Management first reported a position in Enphase Energy in Q3 2020 and held it in 14 quarters.
  • O'Shaughnessy Asset Management's Enphase Energy position peaked at $910K in Q4 2022.
  • 533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.