BANK OF MONTREAL /CAN/

Bank

Position in ENPH — Enphase Energy, Inc.

CIK 927971 TORONTO, A6

Back to ENPH Full portfolio

Position in ENPH

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,771,886

+$1,159,806 QoQ

Shares Held

73,311

+45.8% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 85.69518898937403.ToString("F0")% Shared 0.ToString("F0")% None 14.304811010625965.ToString("F0")%

Common Shares in ENPH Over Time

Shares Held

Position Value (USD)

Derivatives in ENPH

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

$160,250

PutShares

5,000

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 Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $45,373,396 across 10 Solar names. ENPH ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSLR	First Solar, Inc.	123,427	$24,347,206
2	NXT	Nextpower Inc.	77,946	$9,396,387
3	SEDG	Solaredge Technologies, Inc.	111,270	$5,680,331
4	ENPH	Enphase Energy, Inc. This page	73,311	$2,771,886
5	RUN	Sunrun Inc.	119,960	$1,626,656
6	ARRY	Array Technologies, Inc.	79,845	$577,278
7	SHLS	Shoals Technologies Group, Inc.	56,819	$373,868
8	JKS	JinkoSolar Holding Co., Ltd.	12,820	$325,755

All Filings in ENPH

Export CSV

37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,771,886	73,311	+1366.2%	Shares	Defined	2026-05-13
2025-12-31	$160,250	5,000	-90.1%	Put	Defined	2026-02-12
2025-12-31	$1,612,080	50,299	+1017.8%	Shares	Defined	2026-02-12
2025-09-30	$159,255	4,500	-96.6%	Put	Defined	2025-11-13
2025-09-30	$4,682,412	132,309	+26.8%	Shares	Defined	2025-11-13
2025-06-30	$4,136,087	104,315	-16.1%	Shares	Defined	2025-08-05
2025-03-31	$7,718,149	124,386	-8.6%	Shares	Defined	2025-05-13
2024-12-31	$9,343,567	136,045	+5132.5%	Shares	Defined	2025-02-13
2024-09-30	$293,852	2,600	-98.2%	Put	Defined	2024-11-13
2024-09-30	$16,427,227	145,348	+5490.3%	Shares	Defined	2024-11-13
2024-06-30	$259,246	2,600	-98.4%	Put	Defined	2024-08-14
2024-06-30	$16,699,628	167,482	+6341.6%	Shares	Defined	2024-08-14
2024-03-31	$314,548	2,600	-98.3%	Put	Defined	2024-05-13
2024-03-31	$18,190,188	150,357	+5683.0%	Shares	Defined	2024-05-13
2023-12-31	$343,564	2,600	-98.5%	Put	Defined	2024-02-08
2023-12-31	$22,464,855	170,008	+13.4%	Shares	Defined	2024-02-08
2023-09-30	$18,005,317	149,857	+5663.7%	Shares	Defined	2023-11-01
2023-09-30	$312,390	2,600	-99.3%	Put	Defined	2023-11-01
2023-06-30	$61,104,072	364,844	+127.1%	Shares	Defined	2023-08-02
2023-03-31	$33,778,536	160,636	+183.3%	Shares	Defined	2024-06-13
2022-12-31	$15,023,232	56,700	-75.1%	Put	Defined	2023-02-01
2022-12-31	$60,443,203	228,122	-3.3%	Shares	Defined	2023-02-01
2022-09-30	$65,458,223	235,911	+316.1%	Shares	Defined	2022-11-10
2022-09-30	$15,732,549	56,700	0.0%	Put	Defined	2022-11-10
2022-06-30	$11,070,108	56,700	-65.0%	Put	Defined	2022-08-11
2022-06-30	$31,644,888	162,082	+1.0%	Shares	Defined	2022-08-11
2022-03-31	$32,391,539	160,529	+183.1%	Shares	Defined	2022-05-12
2022-03-31	$11,440,926	56,700	-65.6%	Put	Defined	2022-05-12
2021-12-31	$30,135,885	164,731	+12.7%	Shares	Defined	2022-02-11
2021-09-30	$21,919,163	146,157	+6.9%	Shares	Defined	2021-11-12
2021-06-30	$25,102,218	136,700	+70.6%	Shares	Defined	2021-08-12
2021-03-31	$12,995,824	80,142	+836.5%	Shares	Defined	2021-05-13
2020-12-31	$1,501,671	8,558	-94.3%	Shares	Defined	2021-02-12
2020-09-30	$12,388,500	150,000	-10.2%	Put	Defined	2020-11-12
2020-09-30	$13,798,144	167,068	+4076.7%	Shares	Defined	2020-11-12
2020-09-30	$330,360	4,000	-74.1%	Call	Defined	2020-11-12
2020-06-30	$733,765	15,425	—	Shares	Defined	2020-08-12
No filing history on record for this holder in this stock.