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 5 fund letters report a position in it — most recently Guinness Sustainable Energy Fund in August 2026.
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5
Reported positions
0
Bought
0
Sold
5
Letters
Position history
Between Q2 2026 and Q3 2026, 5 fund letters reported a position in Enphase Energy Inc, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 3 | 0 | 0 | 0 |
Fund activity · 5 positions
- August 2026
“Within the Fund, the strongest performers were China Longyuan Power Group Corp Ltd, Itron, Johnson Matthey PLC, Xinyi Solar and Atlas Copco, while the weakest performers were Infineon Technologies AG, Enphase Energy Inc, Ameresco Inc, NXP Semiconductor NV, Prysmian SpA and Owens Corning.”
Enphase Energy Inc - July 2026
“Sustainable energy equities performed well in the first half of 2026. The Middle East energy shock reinforced the case for the energy transition through the lenses of energy security and flexibility, while the underlying drivers of secular electricity demand growth remained strong. Meanwhile, policy shifted from the uncertainty of 2025 to a more stable and supportive backdrop. This month, we review the key macro developments of 1H 2026 and offer an outlook for the rest of 2026 and beyond. EQUITIES The Guinness Sustainable Energy Fund (Class Y) delivered a return of -2.1% (in USD) in June, underperforming the MSCI World Index, which returned -0.7%. Amphenol and Hubbell were among the Fund’s top performers, supported by AI infrastructure investment and growth in grid capital expenditure. Ameresco and Enphase were among the weakest performers as higher bond yields and lower oil prices weighed on sentiment towards renewable energy stocks.”
Enphase Energy Inc - June 2026
“Enphase also performed strongly in the month with the announcement of its new solid-state transformer for AI data centres.”
Enphase Energy Inc “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.”
Enphase Energy Inc- HoldsDistillate CapitalJune 2026
Listed in Distillate Capital’s reported holdings.
Enphase Energy Inc
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