Enphase Energy, Inc.
CH ˙ SWX ˙ US29355A1079
SecurityCH:ENPH / Enphase Energy, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership1,112,067 shares
Latest Disclosed Value $ 42,047,254
Principal Financial Group Inc reports 79.20% increase in ownership of ENPH / Enphase Energy, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 1,112,067 shares of Enphase Energy, Inc. (CH:ENPH) valued at $42,047,254 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 620,579 shares of Enphase Energy, Inc.. This represents a change in shares of 79.20% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F ENPHASE ENERGY COM 29355A107 1,112,067 491,488 79.20 42,047 111.41 0.0225
2026-02-02 2025-12-31 13F ENPHASE ENERGY COM 29355A107 620,579 -5,486 -0.88 19,890 -10.23 0.0102
2025-11-04 2025-09-30 13F ENPHASE ENERGY COM 29355A107 626,065 481,846 334.11 22,156 287.48 0.0112
2025-08-08 2025-06-30 13F ENPHASE ENERGY COM 29355A107 144,219 -7,366 -4.86 5,718 -39.20 0.0030
2025-04-28 2025-03-31 13F ENPHASE ENERGY COM 29355A107 151,585 -5,232 -3.34 9,406 -12.67 0.0053
2025-01-31 2024-12-31 13F ENPHASE ENERGY COM 29355A107 156,817 -96,299 -38.05 10,770 -62.35 0.0059
2024-10-31 2024-09-30 13F ENPHASE ENERGY COM 29355A107 253,116 -84,390 -25.00 28,607 -14.99 0.0158
2024-07-29 2024-06-30 13F ENPHASE ENERGY COM 29355A107 337,506 144,628 74.98 33,653 44.22 0.0200
2024-04-29 2024-03-31 13F ENPHASE ENERGY COM 29355A107 192,878 33,809 21.25 23,334 11.01 0.0137
2024-02-07 2023-12-31 13F ENPHASE ENERGY COM 29355A107 159,069 -94,927 -37.37 21,019 -31.12 0.0134
2023-11-02 2023-09-30 13F ENPHASE ENERGY COM 29355A107 253,996 26,066 11.44 30,518 -20.06 0.0219
2023-08-07 2023-06-30 13F ENPHASE ENERGY COM 29355A107 227,930 45,112 24.68 38,174 -0.70 0.0261
2023-05-09 2023-03-31 13F ENPHASE ENERGY COM 29355A107 182,818 -95,606 -34.34 38,443 -47.89 0.0275
2023-02-09 2022-12-31 13F ENPHASE ENERGY COM 29355A107 278,424 38,796 16.19 73,771 10.95 0.0555
2022-11-09 2022-09-30 13F ENPHASE ENERGY COM 29355A107 239,628 -180,138 -42.91 66,490 -18.87 0.0528
2022-08-10 2022-06-30 13F ENPHASE ENERGY COM 29355A107 419,766 -421,498 -50.10 81,955 -51.72 0.0606
2022-05-09 2022-03-31 13F ENPHASE ENERGY COM 29355A107 841,264 493,985 142.24 169,750 167.19 0.0674
2022-05-09 2022-03-31 13F ENPHASE ENERGY COM 29355A107 433,532 87,478
2022-02-09 2021-12-31 13F ENPHASE ENERGY COM 29355A107 347,279 10,848 3.22 63,532 25.92 0.0379
2021-11-09 2021-09-30 13F ENPHASE ENERGY COM 29355A107 336,431 38,800 13.04 50,455 -7.68 0.0329
2021-08-10 2021-06-30 13F ENPHASE ENERGY COM 29355A107 297,631 -23,327 -7.27 54,654 5.01 0.0353
2021-05-10 2021-03-31 13F ENPHASE ENERGY COM 29355A107 320,958 -61,711 -16.13 52,047 -22.49 0.0367
2021-02-23 2020-12-31 13F/A-1 ENPHASE ENERGY COM 29355A107 382,669 -1,233 -0.32 67,147 111.77 0.0497
2021-02-08 2020-12-31 13F ENPHASE ENERGY COM 29355A107 382,669 -1,233 67,147 26,416.6646
2020-11-06 2020-09-30 13F ENPHASE ENERGY COM 29355A107 383,902 118,641 44.73 31,707 151.26 0.0267
2020-08-05 2020-06-30 13F ENPHASE ENERGY COM 29355A107 265,261 133,137 100.77 12,619 195.80 0.0112
2020-05-12 2020-03-31 13F ENPHASE ENERGY COM 29355A107 132,124 6,296 5.00 4,266 29.74 0.0047
2020-02-05 2019-12-31 13F ENPHASE ENERGY COM 29355A107 125,828 110,253 707.88 3,288 850.29 0.0027
2019-11-13 2019-09-30 13F ENPHASE ENERGY COM 29355A107 15,575 15,575 346 0.0003
2019-05-10 2019-03-31 13F ENPHASE ENERGY COM 29355A107 0 -10,269 -100.00 0 -100.00
2019-02-14 2018-12-31 13F ENPHASE ENERGY COM 29355A107 10,269 -687 -6.27 49 -7.55 0.0001
2018-11-14 2018-09-30 13F ENPHASE ENERGY COM 29355A107 10,956 10,956 53 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.