American Trust Investment Advisors’s Enphase Energy ENPH Stock Holding History

American Trust Investment 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
2025 Q3	–	Sell	-6,185	Closed	-$245K	–	88
2025 Q2	$245K	Hold	6,185	–	–	0.12%	75
2025 Q1	$384K	Buy	6,185 +1,875	+44%	+$119K	0.16%	84
2024 Q4	$296K	Hold	4,310	–	–	0.12%	99
2024 Q3	$487K	Sell	4,310 -310	-7%	-$34.6K	0.2%	78
2024 Q2	$461K	Hold	4,620	–	–	0.22%	55
2024 Q1	$559K	Hold	4,620	–	–	0.27%	51
2023 Q4	$610K	Hold	4,620	–	–	0.32%	46
2023 Q3	$555K	Hold	4,620	–	–	0.31%	51
2023 Q2	$774K	Hold	4,620	–	–	0.43%	43
2023 Q1	$971K	Hold	4,620	–	–	0.58%	39
2022 Q4	$1.22M	Hold	4,620	–	–	0.78%	38
2022 Q3	$1.28M	Hold	4,620	–	–	0.82%	39
2022 Q2	$902K	Hold	4,620	–	–	0.57%	43
2022 Q1	$932K	Hold	4,620	–	–	0.48%	48
2021 Q4	$845K	Hold	4,620	–	–	0.42%	48
2021 Q3	$693K	Hold	4,620	–	–	0.39%	49
2021 Q2	$848K	Hold	4,620	–	–	0.46%	44
2021 Q1	$749K	Hold	4,620	–	–	0.44%	44
2020 Q4	$811K	Sell	4,620 -1,060	-19%	-$134K	0.5%	40
2020 Q3	$469K	Hold	5,680	–	–	0.34%	45
2020 Q2	$270K	Buy	+5,680	New	+$271K	0.22%	49

Other funds holding ENPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Trust Investment Advisors's ENPH Position: Q3 2025 in Review

American Trust Investment Advisors sold out of Enphase Energy (ENPH) in Q3 2025, closing a stake of 6,185 shares — an estimated $245K sold.

American Trust Investment Advisors first reported a position in ENPH in Q2 2020 and held it in 21 quarters. The position peaked at $1.28M in Q3 2022. 487 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

American Trust Investment Advisors reported no remaining Enphase Energy position as of Q3 2025 after selling out during the quarter.
American Trust Investment Advisors sold 6,185 Enphase Energy shares in Q3 2025, an estimated $245K.
American Trust Investment Advisors first reported a position in Enphase Energy in Q2 2020 and held it in 21 quarters.
American Trust Investment Advisors's Enphase Energy position peaked at $1.28M in Q3 2022.
487 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on American Trust Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.