Advocate Investing Services’s Enphase Energy ENPH Stock Holding History

Advocate Investing Services’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 Q1	–	Sell	-4	Closed	-$128	–	457
2025 Q4	$128	Buy	+4	New	+$130	﹤0.01%	441

Other funds holding ENPH

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

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

Advocate Investing Services's ENPH Position: Q1 2026 in Review

Advocate Investing Services sold out of Enphase Energy (ENPH) in Q1 2026, closing a stake of 4 shares — an estimated $128 sold.

Advocate Investing Services first reported a position in ENPH in Q4 2025 and held it in 1 quarter. The position peaked at $128 in Q4 2025. 495 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

Advocate Investing Services reported no remaining Enphase Energy position as of Q1 2026 after selling out during the quarter.
Advocate Investing Services sold 4 Enphase Energy shares in Q1 2026, an estimated $128.
Advocate Investing Services first reported a position in Enphase Energy in Q4 2025 and held it in 1 quarter.
Advocate Investing Services's Enphase Energy position peaked at $128 in Q4 2025.
495 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.