Yaupon Capital Management’s SolarEdge SEDG Stock Holding History

Yaupon Capital Management’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-30,341	Closed	-$1.55M	–	149
2026 Q1	$1.55M	Buy	+30,341	New	+$1.14M	0.05%	88
2023 Q1	–	Sell	-21,900	Closed	-$6.2M	–	121
2022 Q4	$6.2M	Buy	+21,900	New	+$5.81M	0.98%	39
2022 Q2	–	Sell	-10,000	Closed	-$3.22M	–	84
2022 Q1	$3.22M	Buy	+10,000	New	+$2.75M	1.75%	25

Other funds holding SEDG

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Yaupon Capital Management's SEDG Position: Q2 2026 in Review

Yaupon Capital Management sold out of SolarEdge (SEDG) in Q2 2026, closing a stake of 30,341 shares — an estimated $1.55M sold.

Yaupon Capital Management first reported a position in SEDG in Q1 2022 and held it in 3 quarters. The position peaked at $6.2M in Q4 2022. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Yaupon Capital Management reported no remaining SolarEdge position as of Q2 2026 after selling out during the quarter.
Yaupon Capital Management sold 30,341 SolarEdge shares in Q2 2026, an estimated $1.55M.
Yaupon Capital Management first reported a position in SolarEdge in Q1 2022 and held it in 3 quarters.
Yaupon Capital Management's SolarEdge position peaked at $6.2M in Q4 2022.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

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