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BOURGEON CAPITAL MANAGEMENT LLC: ENPH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOURGEON CAPITAL MANAGEMENT LLC on ENPH, newest first. How the timeline and the estimate are built.

BOURGEON CAPITAL MANAGEMENT LLC held 376,929 ENPH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 376,929 shares
    Change vs previous 13F +151,370 shares

    2.77% of the 13F portfolio, value $18,559,984.

    13F-HR 0001019056-26-000113 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 225,559 shares
    Change vs previous 13F +205,759 shares

    1.49% of the 13F portfolio, value $8,528,386.

    13F-HR 0001019056-26-000074 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,800 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $634,590.

    13F-HR 0001019056-26-000006 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).