Arkadios Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Arkadios Wealth 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 Q4	–	Sell	-6,392	Closed	-$226K	–	1593
2025 Q3	$226K	Buy	+6,392	New	+$237K	0.01%	1306
2021 Q4	–	Sell	-5,087	Closed	-$762K	–	912
2021 Q3	$762K	Buy	5,087 +517	+11%	+$88.7K	0.11%	210
2021 Q2	$839K	Buy	4,570 +1,959	+75%	+$287K	0.1%	232
2021 Q1	$423K	Buy	2,611 +2,511	+2,511%	+$451K	0.07%	279
2020 Q4	$17K	Sell	100 -350	-78%	-$44.4K	﹤0.01%	800
2020 Q3	$49.9K	Buy	+450	New	+$30.1K	0.03%	416

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Arkadios Wealth Advisors's ENPH Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of Enphase Energy (ENPH) in Q4 2025, closing a stake of 6,392 shares — an estimated $226K sold.

Arkadios Wealth Advisors first reported a position in ENPH in Q3 2020 and held it in 6 quarters. The position peaked at $839K in Q2 2021. 471 funds tracked by Wall St. Rank hold ENPH as of Q4 2025.

Arkadios Wealth Advisors reported no remaining Enphase Energy position as of Q4 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 6,392 Enphase Energy shares in Q4 2025, an estimated $226K.
Arkadios Wealth Advisors first reported a position in Enphase Energy in Q3 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's Enphase Energy position peaked at $839K in Q2 2021.
471 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.