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Annex Advisory Services’s Enphase Energy ENPH Stock Holding History

Annex Advisory 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
2025
Q3 		– Sell
-15,000
Closed -$595K – 322
2025
Q2 		$595K Hold
15,000
– – 0.01% 204
2025
Q1 		$931K Hold
15,000
– – 0.03% 168
2024
Q4 		$1.03M Hold
15,000
– – 0.03% 155
2024
Q3 		$1.7M Sell
15,000
-50
-0.3% -$5.59K 0.05% 119
2024
Q2 		$1.5M Buy
15,050
+50
+0.3% +$5.82K 0.05% 111
2024
Q1 		$1.81M Hold
15,000
– – 0.06% 105
2023
Q4 		$1.98M Sell
15,000
-30
-0.2% -$3.18K 0.08% 102
2023
Q3 		$1.81M Sell
15,030
-409
-3% -$58.3K 0.11% 90
2023
Q2 		$2.59M Buy
15,439
+9,000
+140% +$1.61M 0.14% 83
2023
Q1 		$1.35M Buy
6,439
+4,409
+217% +$955K 0.07% 98
2022
Q4 		$538K Hold
2,030
– – 0.03% 144
2022
Q3 		$563K Sell
2,030
-4,970
-71% -$1.34M 0.04% 141
2022
Q2 		$1.37M Buy
7,000
+2,000
+40% +$362K 0.1% 112
2022
Q1 		$1.01M Sell
5,000
-4,600
-48% -$723K 0.07% 126
2021
Q4 		$1.76M Hold
9,600
– – 0.12% 99
2021
Q3 		$1.44M Sell
9,600
-8,250
-46% -$1.42M 0.12% 94
2021
Q2 		$3.28M Buy
17,850
+8,000
+81% +$1.17M 0.27% 66
2021
Q1 		$1.6M Buy
9,850
+3,750
+61% +$673K 0.15% 87
2020
Q4 		$1.07M Buy
6,100
+2,100
+53% +$266K 0.1% 104
2020
Q3 		$330K Buy
+4,000
New +$268K 0.04% 99

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annex Advisory Services's ENPH Position: Q3 2025 in Review

Annex Advisory Services sold out of Enphase Energy (ENPH) in Q3 2025, closing a stake of 15,000 shares — an estimated $595K sold.

Annex Advisory Services first reported a position in ENPH in Q3 2020 and held it in 20 quarters. The position peaked at $3.28M in Q2 2021. 489 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

  • Annex Advisory Services reported no remaining Enphase Energy position as of Q3 2025 after selling out during the quarter.
  • Annex Advisory Services sold 15,000 Enphase Energy shares in Q3 2025, an estimated $595K.
  • Annex Advisory Services first reported a position in Enphase Energy in Q3 2020 and held it in 20 quarters.
  • Annex Advisory Services's Enphase Energy position peaked at $3.28M in Q2 2021.
  • 489 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.