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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return