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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
2026
Q2 		$98 Buy
+2
New +$91 ﹤0.01% 1317
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co Wealth Management's ENPH Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in Enphase Energy (ENPH) in Q2 2026: 2 shares worth $98. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in ENPH as recently as Q1 2025.

Bartlett & Co Wealth Management first reported a position in ENPH in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.86K in Q1 2025. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Bartlett & Co Wealth Management held 2 shares of Enphase Energy worth $98 as of Q2 2026.
  • Enphase Energy was a new Bartlett & Co Wealth Management position in Q2 2026.
  • Enphase Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1317 holding.
  • Bartlett & Co Wealth Management first reported a position in Enphase Energy in Q4 2020 and has held it in 5 quarters since.
  • Bartlett & Co Wealth Management's Enphase Energy position peaked at $1.86K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.