BOK Financial’s Enphase Energy ENPH Stock Holding History

BOK Financial’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 Q3	–	Sell	-219	Closed	-$8.68K	–	1116
2025 Q2	$8.68K	Sell	219 -8,177	-97%	-$378K	﹤0.01%	973
2025 Q1	$521K	Sell	8,396 -803	-9%	-$50.8K	0.01%	547
2024 Q4	$614K	Sell	9,199 -2,467	-21%	-$196K	0.01%	513
2024 Q3	$1.25M	Buy	11,666 +13	+0.1%	+$1.45K	0.02%	406
2024 Q2	$1.16M	Sell	11,653 -39	-0.3%	-$4.54K	0.02%	446
2024 Q1	$1.38M	Sell	11,692 -1,818	-13%	-$212K	0.03%	436
2023 Q4	$1.79M	Sell	13,510 -604	-4%	-$64.1K	0.04%	369
2023 Q3	$1.12M	Buy	14,114 +10,153	+256%	+$1.45M	0.02%	417
2023 Q2	$663K	Buy	3,961 +3,750	+1,777%	+$670K	0.01%	523
2023 Q1	$44.4K	Sell	211 -574	-73%	-$124K	﹤0.01%	852
2022 Q4	$208K	Buy	+785	New	+$228K	﹤0.01%	845

Other funds holding ENPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return