What smart money is saying about Enphase Energy, Inc.
ENPH
No fund has written a full thesis on Enphase Energy, Inc. in our archive, but 4 fund letters report a position in it — most recently Guinness Sustainable Energy Fund in July 2026.
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Reported positions
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Bought
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Sold
4
Letters
Fund activity · 4 positions
- HoldsGuinness Sustainable Energy FundJuly 2026
“Ameresco and Enphase were among the weakest performers as higher bond yields and lower oil prices weighed on sentiment towards renewable energy stocks.”
Read the letterEnphase Energy, Inc. - HoldsGuinness Sustainable Energy FundJune 2026
“Enphase also performed strongly in the month with the announcement of its new solid-state transformer for AI data centres.”
Read the letterEnphase Energy, Inc. - HoldsGuinness Sustainable Energy Fund (Guinness Global Investors)June 2026
“Within the Fund, the strongest performers were Enphase Energy Inc, First Solar Inc, Infineon Technologies AG, Versigent and Canadian Solar Inc while the weakest performers were AECOM, NextEra Energy Inc, LG Chem Ltd, Trane Technologies and Vestas Wind Systems A/S.”
Read the letterEnphase Energy, Inc. - HoldsDistillate CapitalJune 2026
Listed in Distillate Capital’s reported holdings.
Read the letterEnphase Energy, Inc.
Read the letters behind these Enphase Energy, Inc. positions
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