AAS
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Avantax Advisory Services’s Enphase Energy ENPH Stock Holding History

Avantax 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
Q2 		– Sell
-4,624
Closed -$287K – 2383
2025
Q1 		$287K Sell
4,624
-6,603
-59% -$418K ﹤0.01% 1862
2024
Q4 		$771K Buy
11,227
+3,753
+50% +$298K ﹤0.01% 1179
2024
Q3 		$845K Sell
7,474
-741
-9% -$82.8K 0.01% 1115
2024
Q2 		$819K Sell
8,215
-91
-1% -$10.6K 0.01% 1087
2024
Q1 		$1M Buy
8,306
+1,599
+24% +$187K 0.01% 746
2023
Q4 		$886K Buy
6,707
+476
+8% +$50.5K 0.01% 752
2023
Q3 		$749K Buy
6,231
+1,014
+19% +$144K 0.01% 789
2023
Q2 		$874K Buy
5,217
+337
+7% +$60.2K 0.01% 729
2023
Q1 		$1.03M Buy
4,880
+80
+2% +$17.3K 0.01% 659
2022
Q4 		$1.27M Buy
4,800
+55
+1% +$16K 0.02% 548
2022
Q3 		$1.32M Buy
4,745
+1,317
+38% +$355K 0.02% 483
2022
Q2 		$669K Sell
3,428
-1,264
-27% -$228K 0.01% 666
2022
Q1 		$947K Buy
4,692
+885
+23% +$139K 0.01% 552
2021
Q4 		$696K Buy
3,807
+199
+6% +$41.5K 0.01% 639
2021
Q3 		$542K Buy
3,608
+698
+24% +$120K 0.01% 695
2021
Q2 		$532K Buy
2,910
+467
+19% +$68.5K 0.01% 690
2021
Q1 		$397K Buy
+2,443
New +$439K 0.01% 691

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Avantax Advisory Services's ENPH Position: Q2 2025 in Review

Avantax Advisory Services sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 4,624 shares — an estimated $287K sold.

Avantax Advisory Services first reported a position in ENPH in Q1 2021 and held it in 17 quarters. The position peaked at $1.32M in Q3 2022. 517 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

  • Avantax Advisory Services reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 4,624 Enphase Energy shares in Q2 2025, an estimated $287K.
  • Avantax Advisory Services first reported a position in Enphase Energy in Q1 2021 and held it in 17 quarters.
  • Avantax Advisory Services's Enphase Energy position peaked at $1.32M in Q3 2022.
  • 517 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.