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Addison Advisors’s Enphase Energy ENPH Stock Holding History

Addison Advisors’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
2024
Q2 		– Hold
0
– -$121K – 778
2024
Q1 		– Hold
0
– – – 266

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Addison Advisors's ENPH Position: Q1 2026 in Review

Addison Advisors increased its Enphase Energy (ENPH) stake by 11% in Q1 2026, buying an estimated $1.5K and bringing the position to 361 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Addison Advisors first reported a position in ENPH in Q1 2022 and has held it in 17 quarters since. The position peaked at $85K in Q3 2022. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Addison Advisors held 361 shares of Enphase Energy worth $13.7K as of Q1 2026.
  • Addison Advisors bought 36 Enphase Energy shares in Q1 2026, an estimated $1.5K.
  • Enphase Energy made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #603 holding.
  • Addison Advisors first reported a position in Enphase Energy in Q1 2022 and has held it in 17 quarters since.
  • Addison Advisors's Enphase Energy position peaked at $85K in Q3 2022.
  • 493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.