Position in ENPH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,522,992
-$14,627 QoQ
Shares Held
30,930
-23.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#197
of 535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ENPH Over Time
Shares Held
Position Value (USD)
Derivatives in ENPH
reported options exposure · as of Mar 31, 2021CallValue
$32,432
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Solar
Technology · as of Jun 30, 2026Creative Planning holds $34,400,853 across 9 Solar names. ENPH ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXT |
Nextpower Inc.
|
145,623 | $17,349,524 | |
| 2 | FSLR |
First Solar, Inc.
|
32,874 | $7,756,948 | |
| 3 | RUN |
Sunrun Inc.
|
388,735 | $5,201,273 | |
| 4 | ENPH |
Enphase Energy, Inc.
This page
|
30,930 | $1,522,992 | |
| 5 | SEDG |
Solaredge Technologies, Inc.
|
24,022 | $1,403,845 | |
| 6 | SHLS |
Shoals Technologies Group, Inc.
|
63,587 | $629,510 | |
| 7 | ARRY |
Array Technologies, Inc.
|
46,861 | $347,240 | |
| 8 | JKS |
JinkoSolar Holding Co., Ltd.
|
10,609 | $178,231 |
All Filings in ENPH
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,522,992 | 30,930 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,537,619 | 40,667 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $893,457 | 27,877 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $869,496 | 24,569 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $505,894 | 12,759 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,041,819 | 16,790 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,184,935 | 17,253 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,831,375 | 16,204 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,079,358 | 10,825 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,311,180 | 10,838 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,545,905 | 11,699 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,001,578 | 16,659 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,167,860 | 12,944 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,402,237 | 11,424 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,039,091 | 11,470 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,449,227 | 8,827 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,592,767 | 8,158 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $611,796 | 3,032 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $801,643 | 4,382 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $633,023 | 4,221 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $663,455 | 3,613 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $32,432 | 200 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $3,704,220 | 22,843 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,192,497 | 12,495 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,259 | 100 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $1,927,320 | 23,336 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,996,227 | 41,964 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $9,514 | 200 | Call | Sole | 2020-07-23 | |
| 2020-03-31 | $2,131,010 | 65,996 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||