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TwinBeech Capital’s Enphase Energy ENPH Stock Holding History

TwinBeech 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 		– Sell
-91,200
Closed -$3.45M – 461
2026
Q1 		$3.45M Sell
91,200
-24,723
-21% -$1.03M 0.36% 84
2025
Q4 		$3.72M Buy
+115,923
New +$3.75M 0.26% 114
2024
Q3 		– Sell
-30,031
Closed -$2.99M – 730
2024
Q2 		$2.99M Buy
+30,031
New +$3.5M 0.06% 282
2023
Q1 		– Sell
-122,756
Closed -$32.5M – 698
2022
Q4 		$32.5M Buy
+122,756
New +$35.7M 0.62% 36
2022
Q2 		– Sell
-30,744
Closed -$6.2M – 563
2022
Q1 		$6.2M Buy
30,744
+27,272
+785% +$4.29M 0.27% 110
2021
Q4 		$635K Sell
3,472
-33,115
-91% -$6.91M 0.04% 395
2021
Q3 		$5.49M Buy
+36,587
New +$6.28M 0.39% 63
2021
Q1 		– Sell
-15,858
Closed -$2.78M – 505
2020
Q4 		$2.78M Buy
+15,858
New +$2.01M 0.45% 62

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

TwinBeech Capital's ENPH Position: Q2 2026 in Review

TwinBeech Capital sold out of Enphase Energy (ENPH) in Q2 2026, closing a stake of 91,200 shares — an estimated $3.45M sold.

TwinBeech Capital first reported a position in ENPH in Q4 2020 and held it in 8 quarters. The position peaked at $32.5M in Q4 2022. 535 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • TwinBeech Capital reported no remaining Enphase Energy position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 91,200 Enphase Energy shares in Q2 2026, an estimated $3.45M.
  • TwinBeech Capital first reported a position in Enphase Energy in Q4 2020 and held it in 8 quarters.
  • TwinBeech Capital's Enphase Energy position peaked at $32.5M in Q4 2022.
  • 535 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

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