SCM
ENPH icon

Shelton Capital Management’s Enphase Energy ENPH Stock Holding History

Shelton Capital 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 		$228K Sell
4,640
-687
-13% -$31.3K ﹤0.01% 647
2026
Q1 		$201K Buy
+5,327
New +$221K ﹤0.01% 683
2025
Q2 		– Sell
-23,145
Closed -$1.44M – 725
2025
Q1 		$1.44M Sell
23,145
-12,000
-34% -$759K 0.03% 250
2024
Q4 		$2.41M Buy
35,145
+20
+0.1% +$1.59K 0.06% 213
2024
Q3 		$3.97M Buy
35,125
+1,000
+3% +$112K 0.1% 178
2024
Q2 		$3.4M Hold
34,125
– – 0.09% 197
2024
Q1 		$4.13M Hold
34,125
– – 0.12% 185
2023
Q4 		$4.51M Sell
34,125
-14,433
-30% -$1.53M 0.14% 164
2023
Q3 		$5.83M Buy
48,558
+3,302
+7% +$470K 0.21% 122
2023
Q2 		$7.58M Buy
45,256
+510
+1% +$91.1K 0.27% 86
2023
Q1 		$9.41M Buy
44,746
+34,025
+317% +$7.37M 0.39% 64
2022
Q4 		$2.84M Sell
10,721
-16,304
-60% -$4.74M 0.3% 120
2022
Q3 		$7.5M Sell
27,025
-2,900
-10% -$782K 0.36% 76
2022
Q2 		$5.84M Buy
29,925
+100
+0.3% +$18.1K 0.26% 95
2022
Q1 		$6.02M Hold
29,825
– – 0.22% 99
2021
Q4 		$5.46M Hold
29,825
– – 0.19% 112
2021
Q3 		$4.47M Buy
29,825
+5,000
+20% +$858K 0.17% 133
2021
Q2 		$4.56M Hold
24,825
– – 0.17% 130
2021
Q1 		$4.03M Sell
24,825
-5,952
-19% -$1.07M 0.14% 151
2020
Q4 		$5.4M Buy
30,777
+2,142
+7% +$272K 0.24% 86
2020
Q3 		$2.37M Hold
28,635
– – 0.1% 232
2020
Q2 		$1.36M Buy
28,635
+14,535
+103% +$695K 0.08% 216
2020
Q1 		$455K Buy
+14,100
New +$531K 0.03% 309

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

Shelton Capital Management's ENPH Position: Q2 2026 in Review

Shelton Capital Management reduced its Enphase Energy (ENPH) stake by 13% in Q2 2026, selling an estimated $31.3K and leaving 4,640 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Shelton Capital Management first reported a position in ENPH in Q1 2020 and has held it in 23 quarters since. The position peaked at $9.41M in Q1 2023. 535 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Shelton Capital Management held 4,640 shares of Enphase Energy worth $228K as of Q2 2026.
  • Shelton Capital Management sold 687 Enphase Energy shares in Q2 2026, an estimated $31.3K.
  • Enphase Energy made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #647 holding.
  • Shelton Capital Management first reported a position in Enphase Energy in Q1 2020 and has held it in 23 quarters since.
  • Shelton Capital Management's Enphase Energy position peaked at $9.41M in Q1 2023.
  • 535 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.