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Atria Wealth Solutions’s Enphase Energy ENPH Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-5,875
Closed -$365K – 1581
2025
Q1 		$365K Sell
5,875
-138
-2% -$8.73K ﹤0.01% 1370
2024
Q4 		$413K Sell
6,013
-2,943
-33% -$234K ﹤0.01% 1372
2024
Q3 		$1.01M Sell
8,956
-182
-2% -$20.3K 0.01% 912
2024
Q2 		$911K Sell
9,138
-3,178
-26% -$370K 0.01% 937
2024
Q1 		$1.49M Buy
12,316
+3,185
+35% +$372K 0.02% 741
2023
Q4 		$1.21M Sell
9,131
-214
-2% -$22.7K 0.02% 787
2023
Q3 		$1.12M Buy
9,345
+1,900
+26% +$271K 0.02% 758
2023
Q2 		$1.25M Buy
7,445
+842
+13% +$150K 0.02% 753
2023
Q1 		$1.39M Buy
6,603
+373
+6% +$80.8K 0.02% 685
2022
Q4 		$1.65M Buy
6,230
+12
+0.2% +$3.49K 0.03% 583
2022
Q3 		$1.73M Sell
6,218
-1,565
-20% -$422K 0.03% 536
2022
Q2 		$1.52M Buy
7,783
+1,615
+26% +$292K 0.03% 541
2022
Q1 		$1.24M Buy
+6,168
New +$969K 0.02% 639

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Atria Wealth Solutions's ENPH Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 5,875 shares — an estimated $365K sold.

Atria Wealth Solutions first reported a position in ENPH in Q1 2022 and held it in 13 quarters. The position peaked at $1.73M in Q3 2022. 518 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,875 Enphase Energy shares in Q2 2025, an estimated $365K.
  • Atria Wealth Solutions first reported a position in Enphase Energy in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Enphase Energy position peaked at $1.73M in Q3 2022.
  • 518 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.