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Steven Cohen’s Enphase Energy ENPH Stock Holding History

Steven Cohen’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 		$25.7M Buy
522,800
+58,000
+12% +$2.64M 0.03% 741
2026
Q1 		$17.6M Buy
464,800
+78,900
+20% +$3.28M 0.02% 878
2025
Q4 		$12.4M Buy
385,900
+363,200
+1,600% +$11.8M 0.01% 1225
2025
Q3 		$803K Buy
22,700
+9,100
+67% +$338K ﹤0.01% 1776
2025
Q2 		$539K Buy
+13,600
New +$628K ﹤0.01% 1761

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

Steven Cohen's ENPH Position: Q2 2026 in Review

Steven Cohen sold out of Enphase Energy (ENPH) in Q2 2026, closing a stake of 434,846 shares — an estimated $19.8M sold.

Steven Cohen first reported a position in ENPH in Q4 2019 and held it in 17 quarters. The position peaked at $53.3M in Q4 2025. 533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Steven Cohen reported no remaining Enphase Energy position as of Q2 2026 after selling out during the quarter.
  • Steven Cohen sold 434,846 Enphase Energy shares in Q2 2026, an estimated $19.8M.
  • Steven Cohen first reported a position in Enphase Energy in Q4 2019 and held it in 17 quarters.
  • Steven Cohen's Enphase Energy position peaked at $53.3M in Q4 2025.
  • 533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.