Steven Cohen's ENPH Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 1.66 M shares of Enphase Energy, Inc. (ENPH) worth $53.33 M, representing 0.06% of the portfolio. First purchased in 2019-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in ENPH, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 1.63 M shares. Largest reduction occurred in Q4 2020, reducing 436,885 shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Enphase Energy (ENPH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Enphase Energy (ENPH) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.63 M | Add 4277.24% | 1.66 M | $32.05 |
| Q3 2025 | +38,017 | New Buy | 38,017 | $35.39 |
| Q3 2024 | -27,877 | Sold Out | 0 | $0.00 |
| Q2 2024 | +27,877 | New Buy | 27,877 | $99.71 |
| Q1 2024 | -2,216 | Sold Out | 0 | $0.00 |
| Q4 2023 | -1,489 | Reduce 40.19% | 2,216 | $132.14 |
| Q3 2023 | -2,435 | Reduce 39.66% | 3,705 | $120.15 |
| Q2 2023 | +6,140 | New Buy | 6,140 | $167.48 |
| Q3 2022 | -39,209 | Sold Out | 0 | $0.00 |
| Q2 2022 | -73,559 | Reduce 65.23% | 39,209 | $195.24 |
| Q1 2022 | +111,243 | Add 7294.62% | 112,768 | $201.78 |
| Q4 2021 | -106,020 | Reduce 98.58% | 1,525 | $182.95 |
| Q3 2021 | +107,545 | New Buy | 107,545 | $149.97 |
| Q2 2021 | -191,576 | Sold Out | 0 | $0.00 |
| Q1 2021 | +36,125 | Add 23.24% | 191,576 | $162.16 |
| Q4 2020 | -436,885 | Reduce 73.76% | 155,451 | $175.47 |
| Q3 2020 | +103,394 | Add 21.15% | 592,336 | $82.59 |
| Q2 2020 | +282,377 | Add 136.70% | 488,942 | $47.57 |
| Q1 2020 | +173,569 | Add 526.03% | 206,565 | $32.29 |
| Q4 2019 | +32,996 | New Buy | 32,996 | $26.12 |
Steven Cohen's Enphase Energy Investment FAQs
Steven Cohen first purchased Enphase Energy, Inc. (ENPH) in Q4 2019, acquiring 32,996 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Enphase Energy, Inc. (ENPH) for 20 quarters since Q4 2019.
Steven Cohen's largest addition to Enphase Energy, Inc. (ENPH) was in Q4 2025, adding 1,664,096 shares worth $53.33 M.
According to the latest 13F filing for Q4 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 1,664,096 shares of Enphase Energy, Inc. (ENPH), valued at approximately $53.33 M.
As of the Q4 2025 filing, Enphase Energy, Inc. (ENPH) represents approximately 0.06% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Enphase Energy, Inc. (ENPH) was 1,664,096 shares, as reported at the end of Q4 2025.