Position in ENPH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$118,597,538
+$7,864,190 QoQ
Shares Held
2,408,561
-17.8% QoQ
Ownership
1.83%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 532 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ENPH Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Jun 30, 2026MORGAN STANLEY holds $941,083,157 across 19 Solar names. ENPH ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSLR |
First Solar, Inc.
|
1,790,509 | $422,488,497 | |
| 2 | NXT |
Nextpower Inc.
|
1,384,447 | $164,943,005 | |
| 3 | ENPH |
Enphase Energy, Inc.
This page
|
2,408,561 | $118,597,538 | |
| 4 | RUN |
Sunrun Inc.
|
5,418,234 | $72,495,966 | |
| 5 | SEDG |
Solaredge Technologies, Inc.
|
1,125,177 | $65,755,339 | |
| 6 | ARRY |
Array Technologies, Inc.
|
6,707,669 | $49,703,824 | |
| 7 | CSIQ |
Canadian Solar Inc.
|
1,337,112 | $21,420,531 | |
| 8 | SHLS |
Shoals Technologies Group, Inc.
|
1,749,628 | $17,321,312 |
All Filings in ENPH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,597,538 | 2,408,561 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $110,733,348 | 2,928,679 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $128,364,795 | 4,005,142 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $92,408,167 | 2,611,138 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $120,872,303 | 3,048,482 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $131,049,967 | 2,112,006 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $149,688,124 | 2,179,501 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $178,257,172 | 1,577,218 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $176,371,628 | 1,768,846 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $205,565,337 | 1,699,168 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $200,774,436 | 1,519,407 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $180,698,624 | 1,503,942 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $211,267,976 | 1,261,452 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $281,590,359 | 1,339,121 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $388,452,286 | 1,466,079 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $368,670,222 | 1,328,685 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $198,327,911 | 1,015,816 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $121,499,806 | 602,140 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $155,674,802 | 850,961 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $151,233,943 | 1,008,428 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $176,553,263 | 961,462 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $148,271,479 | 914,353 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $147,072,634 | 838,164 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,364,051 | 149,704 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $18,546,018 | 389,868 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,797,851 | 117,617 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||