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Beacon Investment Advisory Services’s Enphase Energy ENPH Stock Holding History

Beacon Investment 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
2026
Q2 		$6.16K Hold
125
– – ﹤0.01% 669
2026
Q1 		$4.73K Buy
+125
New +$5.19K ﹤0.01% 699

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

Beacon Investment Advisory Services's ENPH Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Enphase Energy (ENPH) position steady in Q2 2026 at 125 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Beacon Investment Advisory Services first reported a position in ENPH in Q1 2026 and has held it in 2 quarters since. 533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Beacon Investment Advisory Services held 125 shares of Enphase Energy worth $6.16K as of Q2 2026.
  • Beacon Investment Advisory Services left its Enphase Energy share count unchanged in Q2 2026.
  • Enphase Energy made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #669 holding.
  • Beacon Investment Advisory Services first reported a position in Enphase Energy in Q1 2026 and has held it in 2 quarters since.
  • 533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.