Robeco Schweiz’s Enphase Energy ENPH Stock Holding History

Robeco Schweiz’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	$102M	Buy	2,061,745 +1,009,670	+96%	+$46M	1.63%	17
2026 Q1	$39.8M	Buy	+1,052,075	New	+$43.7M	0.84%	40
2024 Q4	–	Sell	-303,300	Closed	-$34.3M	–	122
2024 Q3	$34.3M	Sell	303,300 -10,100	-3%	-$1.13M	0.64%	49
2024 Q2	$31.2M	Buy	+313,400	New	+$36.5M	0.6%	57
2021 Q1	–	Sell	-400,000	Closed	-$70.2M	–	155
2020 Q4	$70.2M	Sell	400,000 -200,000	-33%	-$25.4M	1.5%	17
2020 Q3	$49.6M	Buy	+600,000	New	+$40.2M	1.47%	20
2017 Q2	–	Sell	-900,000	Closed	-$1.22M	–	183
2017 Q1	$1.22M	Sell	900,000 -250,000	-22%	-$364K	0.1%	127
2016 Q4	$1.12M	Buy	1,150,000 +316,790	+38%	+$363K	0.1%	132
2016 Q3	$1M	Sell	833,210 -731,790	-47%	-$1.29M	0.09%	130
2016 Q2	$2.96M	Sell	1,565,000 -155,000	-9%	-$341K	0.27%	97
2016 Q1	$3.94M	Buy	1,720,000 +135,000	+9%	+$332K	0.38%	80
2015 Q4	$5.55M	Sell	1,585,000 -27,956	-2%	-$87.3K	0.48%	71
2015 Q3	$5.73M	Buy	1,612,956 +213,756	+15%	+$1.14M	0.53%	69
2015 Q2	$11M	Buy	1,399,200 +1,009,200	+259%	+$11M	0.91%	27
2015 Q1	$5.16M	Buy	390,000 +26,000	+7%	+$336K	0.4%	90
2014 Q4	$5.13M	Buy	364,000 +134,000	+58%	+$1.67M	0.39%	99
2014 Q3	$3.5M	Buy	+230,000	New	+$2.91M	0.28%	116

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Robeco Schweiz's ENPH Position: Q2 2026 in Review

Robeco Schweiz increased its Enphase Energy (ENPH) stake by 96% in Q2 2026, buying an estimated $46M and bringing the position to 2,061,745 shares worth $102M. The position accounts for 1.63% of the portfolio, ranked #17.

Robeco Schweiz first reported a position in ENPH in Q3 2014 and has held it in 17 quarters since. 535 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Robeco Schweiz held 2,061,745 shares of Enphase Energy worth $102M as of Q2 2026.
Robeco Schweiz bought 1,009,670 Enphase Energy shares in Q2 2026, an estimated $46M.
Enphase Energy made up 1.63% of Robeco Schweiz's portfolio in Q2 2026, its #17 holding.
Robeco Schweiz first reported a position in Enphase Energy in Q3 2014 and has held it in 17 quarters since.
535 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Robeco Schweiz's 13F filing for Q2 2026, filed 28 Jul 2026.