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Advisors Asset Management’s Enphase Energy ENPH Stock Holding History

Advisors Asset Management’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
Q2 		$424K Sell
8,602
-206
-2% -$9.38K 0.01% 1021
2026
Q1 		$333K Sell
8,808
-63
-0.7% -$2.62K 0.01% 1051
2025
Q4 		$284K Buy
8,871
+722
+9% +$23.4K ﹤0.01% 1077
2025
Q3 		$288K Buy
8,149
+184
+2% +$6.84K ﹤0.01% 1070
2025
Q2 		$316K Sell
7,965
-149
-2% -$6.88K 0.01% 1046
2025
Q1 		$503K Buy
8,114
+2,101
+35% +$133K 0.01% 924
2024
Q4 		$413K Sell
6,013
-3,424
-36% -$272K 0.01% 970
2024
Q3 		$1.07M Buy
9,437
+1,294
+16% +$145K 0.02% 720
2024
Q2 		$812K Sell
8,143
-3,738
-31% -$435K 0.02% 777
2024
Q1 		$1.44M Sell
11,881
-2,628
-18% -$307K 0.03% 649
2023
Q4 		$1.92M Sell
14,509
-2,503
-15% -$265K 0.04% 545
2023
Q3 		$2.04M Sell
17,012
-941
-5% -$134K 0.04% 498
2023
Q2 		$3.01M Sell
17,953
-4,386
-20% -$784K 0.06% 381
2023
Q1 		$4.7M Buy
22,339
+1,181
+6% +$256K 0.09% 260
2022
Q4 		$5.61M Buy
21,158
+3,307
+19% +$962K 0.11% 205
2022
Q3 		$4.95M Buy
17,851
+641
+4% +$173K 0.1% 227
2022
Q2 		$3.36M Buy
17,210
+4,466
+35% +$807K 0.06% 337
2022
Q1 		$2.57M Buy
12,744
+2,104
+20% +$331K 0.04% 503
2021
Q4 		$1.95M Buy
10,640
+4,977
+88% +$1.04M 0.03% 625
2021
Q3 		$849K Buy
5,663
+2,193
+63% +$376K 0.01% 873
2021
Q2 		$637K Buy
3,470
+1,840
+113% +$270K 0.01% 947
2021
Q1 		$264K Buy
1,630
+691
+74% +$124K ﹤0.01% 1159
2020
Q4 		$165K Buy
+939
New +$119K ﹤0.01% 1272

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisors Asset Management's ENPH Position: Q2 2026 in Review

Advisors Asset Management reduced its Enphase Energy (ENPH) stake by 2.3% in Q2 2026, selling an estimated $9.38K and leaving 8,602 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #1021.

Advisors Asset Management first reported a position in ENPH in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.61M in Q4 2022. 535 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Advisors Asset Management held 8,602 shares of Enphase Energy worth $424K as of Q2 2026.
  • Advisors Asset Management sold 206 Enphase Energy shares in Q2 2026, an estimated $9.38K.
  • Enphase Energy made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1021 holding.
  • Advisors Asset Management first reported a position in Enphase Energy in Q4 2020 and has held it in 23 quarters since.
  • Advisors Asset Management's Enphase Energy position peaked at $5.61M in Q4 2022.
  • 535 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.