Advisor Resource Council’s Enphase Energy ENPH Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-3,683	Closed	-$229K	–	299
2025 Q1	$229K	Buy	+3,683	New	+$233K	0.02%	527
2024 Q1	–	Sell	-2,572	Closed	-$340K	–	320
2023 Q4	$340K	Buy	+2,572	New	+$273K	0.04%	323
2022 Q3	–	Sell	-2,319	Closed	-$453K	–	251
2022 Q2	$453K	Buy	+2,319	New	+$419K	0.04%	299
2022 Q1	–	Sell	-1,984	Closed	-$363K	–	307
2021 Q4	$363K	Buy	+1,984	New	+$414K	0.03%	393
2021 Q3	–	Sell	-2,257	Closed	-$414K	–	291
2021 Q2	$414K	Buy	+2,257	New	+$331K	0.04%	338

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Advisor Resource Council's ENPH Position: Q2 2025 in Review

Advisor Resource Council sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 3,683 shares — an estimated $229K sold.

Advisor Resource Council first reported a position in ENPH in Q2 2021 and held it in 5 quarters. The position peaked at $453K in Q2 2022. 518 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

Advisor Resource Council reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 3,683 Enphase Energy shares in Q2 2025, an estimated $229K.
Advisor Resource Council first reported a position in Enphase Energy in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Enphase Energy position peaked at $453K in Q2 2022.
518 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.