Enphase Energy, Inc.
MX ˙ BMV ˙ US29355A1079
SecurityMX:ENPH / Enphase Energy, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,928,679 shares
Latest Disclosed Value $ 110,733,374
Morgan Stanley reports 26.88% decrease in ownership of ENPH / Enphase Energy, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 2,928,679 shares of Enphase Energy, Inc. (MX:ENPH) valued at $110,733,374 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 4,005,142 shares of Enphase Energy, Inc.. This represents a change in shares of -26.88% 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)
2026-05-15 2026-03-31 13F ENPHASE ENERGY COM 29355A107 2,928,679 -1,076,463 -26.88 110,733 -13.74 0.0067
2026-05-27 2025-12-31 13F/A-1 ENPHASE ENERGY COM 29355A107 4,005,142 1,394,004 53.39 128,365 38.91 0.0077
2026-02-13 2025-12-31 13F ENPHASE ENERGY COM 29355A107 4,005,142 1,394,004 128,365 0.0077
2026-05-27 2025-09-30 13F/A-1 ENPHASE ENERGY COM 29355A107 2,611,138 -437,344 -14.35 92,408 -23.55 0.0056
2025-11-14 2025-09-30 13F ENPHASE ENERGY COM 29355A107 2,611,138 -437,344 92,408 0.0056
2025-08-15 2025-06-30 13F ENPHASE ENERGY COM 29355A107 3,048,482 936,476 44.34 120,872 -7.77 0.0079
2025-05-15 2025-03-31 13F ENPHASE ENERGY COM 29355A107 2,112,006 -67,495 -3.10 131,050 -12.45 0.0094
2025-05-15 2024-12-31 13F/A-1 ENPHASE ENERGY COM 29355A107 2,179,501 602,283 38.19 149,688 -16.03 0.0105
2025-02-14 2024-12-31 13F ENPHASE ENERGY COM 29355A107 2,179,501 602,283 149,688 0.0105
2025-05-14 2024-09-30 13F/A-2 ENPHASE ENERGY COM 29355A107 1,577,218 -191,628 -10.83 178,257 1.07 0.0129
2025-02-14 2024-09-30 13F/A-1 ENPHASE ENERGY COM 29355A107 1,577,218 -191,628 178,257 0.0129
2024-11-14 2024-09-30 13F ENPHASE ENERGY COM 29355A107 1,577,218 -191,628 178,257 0.0129
2025-05-14 2024-06-30 13F/A-2 ENPHASE ENERGY COM 29355A107 1,768,846 69,678 4.10 176,372 -14.20 0.0136
2024-10-17 2024-06-30 13F/A-1 ENPHASE ENERGY COM 29355A107 1,768,846 69,678 176,372 0.0136
2024-08-14 2024-06-30 13F ENPHASE ENERGY COM 29355A107 1,768,846 69,678 176,372 0.0136
2024-10-17 2024-03-31 13F/A-2 ENPHASE ENERGY COM 29355A107 1,699,168 179,761 11.83 205,566 2.39 0.0165
2024-08-16 2024-03-31 13F/A-1 ENPHASE ENERGY COM 29355A107 1,699,168 179,761 205,566 0.0165
2024-05-15 2024-03-31 13F ENPHASE ENERGY COM 29355A107 1,699,168 179,761 205,566 0.0165
2024-08-16 2023-12-31 13F/A-1 ENPHASE ENERGY COM 29355A107 1,519,407 15,465 1.03 200,775 11.11 0.0177
2024-02-13 2023-12-31 13F ENPHASE ENERGY COM 29355A107 1,519,407 15,465 200,775 0.0177
2023-11-15 2023-09-30 13F ENPHASE ENERGY COM 29355A107 1,503,942 242,490 19.22 180,699 -14.47 0.0184
2023-08-14 2023-06-30 13F ENPHASE ENERGY COM 29355A107 1,261,452 -77,669 -5.80 211,268 -24.97 0.0208
2023-05-15 2023-03-31 13F ENPHASE ENERGY COM 29355A107 1,339,121 -126,958 -8.66 281,591 -27.51 0.0302
2023-02-14 2022-12-31 13F ENPHASE ENERGY COM 29355A107 1,466,079 137,394 10.34 388,452 5.37 0.0441
2022-11-14 2022-09-30 13F ENPHASE ENERGY COM 29355A107 1,328,685 312,869 30.80 368,670 85.89 0.0502
2022-10-27 2022-06-30 13F/A-1 ENPHASE ENERGY COM 29355A107 1,015,816 413,676 68.70 198,328 63.23 0.0257
2022-08-15 2022-06-30 13F ENPHASE ENERGY COM 29355A107 1,015,816 413,676 198,328 0.0257
2022-10-27 2022-03-31 13F/A-1 ENPHASE ENERGY COM 29355A107 602,140 -248,821 -29.24 121,500 -21.95 0.0164
2022-05-13 2022-03-31 13F ENPHASE ENERGY COM 29355A107 602,140 -248,821 121,500 0.0164
2022-02-14 2021-12-31 13F ENPHASE ENERGY COM 29355A107 850,961 -157,467 -15.62 155,674 2.94 0.0192
2021-11-15 2021-09-30 13F ENPHASE ENERGY COM 29355A107 1,008,428 46,966 4.88 151,234 -14.34 0.0204
2021-08-23 2021-06-30 13F/A-1 ENPHASE ENERGY COM 29355A107 961,462 47,109 5.15 176,554 19.08 0.0233
2021-08-16 2021-06-30 13F ENPHASE ENERGY COM 29355A107 961,462 47,109 176,554 0.0048
2021-05-17 2021-03-31 13F ENPHASE ENERGY COM 29355A107 914,353 76,189 9.09 148,271 0.81 0.0218
2021-02-16 2020-12-31 13F ENPHASE ENERGY COM 29355A107 838,164 688,460 459.88 147,073 1,089.43 0.0227
2020-11-13 2020-09-30 13F ENPHASE ENERGY COM 29355A107 149,704 -240,164 -61.60 12,365 -33.33 0.0024
2020-08-14 2020-06-30 13F ENPHASE ENERGY COM 29355A107 389,868 272,251 231.47 18,547 388.46 0.0041
2020-05-26 2020-03-31 13F/A-1 ENPHASE ENERGY COM 29355A107 117,617 -166,048 -58.54 3,797 -48.77 0.0010
2020-05-15 2020-03-31 13F ENPHASE ENERGY COM 29355A107 117,617 -166,048 3,797 291.6888
2020-02-14 2019-12-31 13F ENPHASE ENERGY COM 29355A107 283,665 -604,351 -68.06 7,412 -62.45 0.0017
2019-11-14 2019-09-30 13F ENPHASE ENERGY COM 29355A107 888,016 693,092 355.57 19,741 455.46 0.0052
2019-08-14 2019-06-30 13F ENPHASE ENERGY COM 29355A107 194,924 118,406 154.74 3,554 402.69 0.0009
2019-05-15 2019-03-31 13F ENPHASE ENERGY COM 29355A107 76,518 -98,940 -56.39 707 -14.82 0.0002
2019-02-14 2018-12-31 13F ENPHASE ENERGY COM 29355A107 175,458 -25,188 -12.55 830 -14.70 0.0002
2019-04-23 2018-09-30 13F/A-2 ENPHASE ENERGY COM 29355A107 200,646 -38,522 -16.11 973 -39.53 0.0002
2018-11-20 2018-09-30 13F/A-1 ENPHASE ENERGY COM 29355A107 200,646 0 973 0.0002
2018-11-14 2018-09-30 13F ENPHASE ENERGY COM 29355A107 200,646 -38,522 973
2019-04-23 2018-06-30 13F/A-1 ENPHASE ENERGY COM 29355A107 239,168 185,691 347.24 1,609 559.43 0.0004
2018-08-14 2018-06-30 13F ENPHASE ENERGY COM 29355A107 239,168 185,691 1,609
2019-04-23 2018-03-31 13F/A-1 ENPHASE ENERGY COM 29355A107 53,477 -121,777 -69.49 244 -42.32 0.0001
2018-05-14 2018-03-31 13F ENPHASE ENERGY COM 29355A107 53,477 -121,777 244
2019-04-23 2017-12-31 13F/A-1 ENPHASE ENERGY COM 29355A107 175,254 88,607 102.26 423 222.90 0.0001
2018-02-14 2017-12-31 13F ENPHASE ENERGY COM 29355A107 175,254 88,607 423
2017-11-14 2017-09-30 13F ENPHASE ENERGY COM 29355A107 86,647 59,091 214.44 131 445.83 0.0000
2017-08-11 2017-06-30 13F ENPHASE ENERGY COM 29355A107 27,556 -771 -2.72 24 -36.84 0.0000
2017-05-22 2017-03-31 13F/A-1 ENPHASE ENERGY COM 29355A107 28,327 -4,195 -12.90 38 15.15 0.0000
2017-05-12 2017-03-31 13F ENPHASE ENERGY COM 29355A107 28,327 38
2017-02-22 2016-12-31 13F/A-1 ENPHASE ENERGY COM 29355A107 32,522 13 0.04 33 -15.38 0.0000
2017-02-13 2016-12-31 13F ENPHASE ENERGY COM 29355A107 32,522 33
2016-11-10 2016-09-30 13F ENPHASE ENERGY COM 29355A107 32,509 -10,641 -24.66 39 -54.65 0.0000
2016-08-12 2016-06-30 13F ENPHASE ENERGY COM 29355A107 43,150 9,375 27.76 86 8.86 0.0000
2016-05-12 2016-03-31 13F ENPHASE ENERGY COM 29355A107 33,775 -6,555 -16.25 79 -44.37 0.0000
2016-02-09 2015-12-31 13F ENPHASE ENERGY COM 29355A107 40,330 -11,872 -22.74 142 -26.42 0.0001
2016-02-08 2015-09-30 13F/A-1 ENPHASE ENERGY COM 29355A107 52,202 -17,736 -25.36 193 -63.72 0.0001
2015-11-09 2015-09-30 13F ENPHASE ENERGY COM 29355A107 52,202 193
2015-08-12 2015-06-30 13F ENPHASE ENERGY COM 29355A107 69,938 -367,507 -84.01 532 -90.78 0.0002
2015-05-14 2015-03-31 13F ENPHASE ENERGY COM 29355A107 437,445 75,001 20.69 5,770 11.41 0.0021
2015-02-13 2014-12-31 13F ENPHASE ENERGY COM 29355A107 362,444 -64,830 -15.17 5,179 -19.13 0.0019
2014-12-16 2014-09-30 13F/A-1 ENPHASE ENERGY COM 29355A107 427,274 327,990 330.36 6,404 776.06 0.0025
2014-11-14 2014-09-30 13F ENPHASE ENERGY COM 29355A107 427,274 6,404
2014-05-13 2014-03-31 13F ENPHASE ENERGY COM 29355A107 99,284 -81,842 -45.19 731 -36.32 0.0003
2014-02-13 2013-12-31 13F ENPHASE ENERGY COM 29355A107 181,126 74,092 69.22 1,148 32.11 0.0005
2013-11-13 2013-09-30 13F ENPHASE ENERGY COM 29355A107 107,034 36,543 51.84 869 59.45 0.0004
2013-08-08 2013-06-30 13F ENPHASE ENERGY COM 29355A107 70,491 70,491 545 0.0003
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.