Brinker Capital Investments’s Enphase Energy ENPH Stock Holding History

Brinker Capital Investments’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
2023 Q4	–	Sell	-4,266	Closed	-$513K	–	1679
2023 Q3	$513K	Sell	4,266 -307	-7%	-$43.7K	0.01%	1197
2023 Q2	$766K	Buy	4,573 +691	+18%	+$123K	0.01%	1051
2023 Q1	$816K	Sell	3,882 -10	-0.3%	-$2.17K	0.01%	963
2022 Q4	$1.03M	Sell	3,892 -118	-3%	-$34.3K	0.02%	719
2022 Q3	$1.11M	Sell	4,010 -2,932	-42%	-$791K	0.02%	671
2022 Q2	$1.35M	Sell	6,942 -896	-11%	-$162K	0.03%	631
2022 Q1	$1.58M	Buy	7,838 +1,363	+21%	+$214K	0.02%	624
2021 Q4	$1.19M	Buy	6,475 +194	+3%	+$40.5K	0.02%	755
2021 Q3	$1.15M	Hold	6,281	–	–	0.02%	723
2021 Q2	$1.15M	Buy	6,281 +4,820	+330%	+$707K	0.02%	777
2021 Q1	$237K	Sell	1,461 -1,177	-45%	-$211K	﹤0.01%	1114
2020 Q4	$463K	Buy	+2,638	New	+$335K	0.01%	853

Other funds holding ENPH

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brinker Capital Investments's ENPH Position: Q4 2023 in Review

Brinker Capital Investments sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 4,266 shares — an estimated $513K sold.

Brinker Capital Investments first reported a position in ENPH in Q4 2020 and held it in 12 quarters. The position peaked at $1.58M in Q1 2022. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Brinker Capital Investments reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Brinker Capital Investments sold 4,266 Enphase Energy shares in Q4 2023, an estimated $513K.
Brinker Capital Investments first reported a position in Enphase Energy in Q4 2020 and held it in 12 quarters.
Brinker Capital Investments's Enphase Energy position peaked at $1.58M in Q1 2022.
757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Brinker Capital Investments's 13F filing for Q4 2023, filed 31 Jul 2025.