Erste Asset Management GmbH

Position in ENPH — Enphase Energy, Inc.

CIK 2024532 VIENNA, C4

Back to ENPH Full portfolio

Position in ENPH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$10,073,075

-$15,129,898 QoQ

Shares Held

204,571

-69.3% QoQ

Ownership

0.155%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#76

of 532 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in ENPH Over Time

Shares Held

Position Value (USD)

Position in Solar

Technology · as of Jun 30, 2026

Erste Asset Management GmbH holds $192,225,439 across 7 Solar names. ENPH ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NXT	Nextpower Inc.	626,883	$74,686,839
2	FSLR	First Solar, Inc.	213,653	$50,413,561
3	SEDG	Solaredge Technologies, Inc.	539,489	$31,527,737
4	ENPH	Enphase Energy, Inc. This page	204,571	$10,073,075
5	RUN	Sunrun Inc.	708,529	$9,480,118
6	SHLS	Shoals Technologies Group, Inc.	935,609	$9,262,529
7	ARRY	Array Technologies, Inc.	915,193	$6,781,580

All Filings in ENPH

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,073,075	204,571	-69.3%	Shares	Defined	2026-07-28
2026-03-31	$25,202,973	666,569	+853.4%	Shares	Defined	2026-05-11
2025-12-31	$2,240,743	69,914	-29.7%	Shares	Defined	2026-02-11
2025-09-30	$3,519,181	99,440	-11.6%	Shares	Sole	2025-11-12
2025-06-30	$4,458,246	112,440	-48.3%	Shares	Sole	2025-08-14
2025-03-31	$13,497,488	217,526	-30.5%	Shares	Sole	2025-05-14
2024-12-31	$21,509,339	313,182	-3.9%	Shares	Sole	2025-02-10
2024-09-30	$36,839,660	325,957	-0.0%	Shares	Sole	2024-11-14
2024-06-30	$32,509,348	326,039	+4.8%	Shares	Sole	2024-11-26
2024-03-31	$37,627,078	311,019	-9.8%	Shares	Sole	2024-11-26
2023-12-31	$45,577,067	344,915	+29.3%	Shares	Sole	2024-11-26
2023-09-30	$32,044,125	266,701	+10.8%	Shares	Sole	2024-11-26
2023-06-30	$40,308,249	240,675	+11.9%	Shares	Sole	2024-11-26
2023-03-31	$45,229,966	215,094	+1.4%	Shares	Sole	2024-11-26
2022-12-31	$56,208,614	212,140	-10.2%	Shares	Sole	2024-11-26
2022-09-30	$65,530,089	236,170	-24.5%	Shares	Sole	2024-11-26
2022-06-30	$61,070,876	312,799	+14.1%	Shares	Sole	2024-11-26
2022-03-31	$55,326,663	274,193	+23.1%	Shares	Sole	2024-11-25
2021-12-31	$40,751,531	222,759	-3.2%	Shares	Sole	2024-11-25
2021-09-30	$34,517,245	230,161	-4.8%	Shares	Sole	2024-11-25
2021-06-30	$44,373,822	241,648	+51.6%	Shares	Sole	2024-11-25
2021-03-31	$25,842,952	159,367	-3.6%	Shares	Sole	2024-11-25
2020-12-31	$29,016,596	165,365	-20.6%	Shares	Sole	2024-11-25
2020-09-30	$17,205,726	208,327	-10.4%	Shares	Sole	2024-11-25
2020-06-30	$11,060,690	232,514	+44.9%	Shares	Sole	2024-11-22
2020-03-31	$5,182,545	160,500	—	Shares	Sole	2024-11-22
No filing history on record for this holder in this stock.