Rothwell Investment Advisors, LLC’s Enphase Energy ENPH Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.82K	Buy	+55	New	+$2.12K	﹤0.01%	1045

Other funds holding ENPH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ENPH Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Enphase Energy (ENPH) in Q3 2026: 55 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings.

210 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

Rothwell Investment Advisors, LLC held 55 shares of Enphase Energy worth $1.82K as of Q3 2026.
Enphase Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Enphase Energy made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1045 holding.
210 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.