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Bartlett & Co Wealth Management’s Enphase Energy ENPH Stock Holding History

Bartlett & Co Wealth Management’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
-30
Closed -$1.86K – 1276
2025
Q1 		$1.86K Buy
+30
New +$1.9K ﹤0.01% 1071
2021
Q3 		– Sell
-3
Closed -$551 – 977
2021
Q2 		$551 Hold
3
– – ﹤0.01% 1019
2021
Q1 		$486 Hold
3
– – ﹤0.01% 1052
2020
Q4 		$526 Buy
+3
New +$380 ﹤0.01% 1141

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

Bartlett & Co Wealth Management's ENPH Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 30 shares — an estimated $1.86K sold.

Bartlett & Co Wealth Management first reported a position in ENPH in Q4 2020 and held it in 4 quarters. The position peaked at $1.86K in Q1 2025. 516 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 30 Enphase Energy shares in Q2 2025, an estimated $1.86K.
  • Bartlett & Co Wealth Management first reported a position in Enphase Energy in Q4 2020 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Enphase Energy position peaked at $1.86K in Q1 2025.
  • 516 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.