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Blue Trust Inc’s Enphase Energy ENPH Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-61
Closed -$2.16K – 2581
2025
Q3 		$2.16K Buy
61
+34
+126% +$1.26K ﹤0.01% 2140
2025
Q2 		$1.07K Sell
27
-48
-64% -$2.22K ﹤0.01% 2244
2025
Q1 		$4.65K Sell
75
-107
-59% -$6.77K ﹤0.01% 2113
2024
Q4 		$12.5K Sell
182
-255
-58% -$20.2K ﹤0.01% 1756
2024
Q3 		$43.6K Buy
437
+228
+109% +$25.5K ﹤0.01% 1624
2024
Q2 		$25.3K Buy
209
+80
+62% +$9.32K ﹤0.01% 1555
2024
Q1 		$15.6K Sell
129
-201
-61% -$23.5K ﹤0.01% 1321
2023
Q4 		$39K Buy
330
+218
+195% +$23.1K ﹤0.01% 1015
2023
Q3 		$19K Buy
112
+6
+6% +$855 ﹤0.01% 1196
2023
Q2 		$22K Sell
106
-108
-50% -$19.3K ﹤0.01% 1011
2023
Q1 		$57K Buy
214
+49
+30% +$10.6K ﹤0.01% 976
2022
Q4 		$46K Buy
165
+111
+206% +$32.3K ﹤0.01% 953
2022
Q3 		$11K Buy
54
+8
+17% +$2.16K ﹤0.01% 1292
2022
Q2 		$9K Buy
+46
New +$8.32K ﹤0.01% 1231

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Blue Trust Inc's ENPH Position: Q4 2025 in Review

Blue Trust Inc sold out of Enphase Energy (ENPH) in Q4 2025, closing a stake of 61 shares — an estimated $2.16K sold.

Blue Trust Inc first reported a position in ENPH in Q2 2022 and held it in 14 quarters. The position peaked at $57K in Q1 2023. 473 funds tracked by Wall St. Rank hold ENPH as of Q4 2025.

  • Blue Trust Inc reported no remaining Enphase Energy position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 61 Enphase Energy shares in Q4 2025, an estimated $2.16K.
  • Blue Trust Inc first reported a position in Enphase Energy in Q2 2022 and held it in 14 quarters.
  • Blue Trust Inc's Enphase Energy position peaked at $57K in Q1 2023.
  • 473 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.