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SummitTX Capital’s Enphase Energy ENPH Stock Holding History

SummitTX Capital’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 		$1.09M Sell
22,143
-56,281
-72% -$2.56M 0.03% 442
2026
Q1 		$2.97M Buy
+78,424
New +$3.26M 0.09% 236
2025
Q4 		– Sell
-12,634
Closed -$447K – 768
2025
Q3 		$447K Sell
12,634
-7,414
-37% -$275K 0.02% 547
2025
Q2 		$795K Buy
+20,048
New +$926K 0.03% 415

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

SummitTX Capital's ENPH Position: Q2 2026 in Review

SummitTX Capital reduced its Enphase Energy (ENPH) stake by 72% in Q2 2026, selling an estimated $2.56M and leaving 22,143 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #442.

SummitTX Capital first reported a position in ENPH in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.97M in Q1 2026. 535 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • SummitTX Capital held 22,143 shares of Enphase Energy worth $1.09M as of Q2 2026.
  • SummitTX Capital sold 56,281 Enphase Energy shares in Q2 2026, an estimated $2.56M.
  • Enphase Energy made up 0.03% of SummitTX Capital's portfolio in Q2 2026, its #442 holding.
  • SummitTX Capital first reported a position in Enphase Energy in Q2 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Enphase Energy position peaked at $2.97M in Q1 2026.
  • 535 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

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