Calamos Wealth Management’s Enphase Energy ENPH Stock Holding History

Calamos 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
2025 Q4	–	Sell	-14,047	Closed	-$497K	–	480
2025 Q3	$497K	Buy	14,047 +2,047	+17%	+$76K	0.02%	268
2025 Q2	$476K	Hold	12,000	–	–	0.02%	245
2025 Q1	$745K	Hold	12,000	–	–	0.04%	181
2024 Q4	$824K	Sell	12,000 -100,000	-89%	-$7.94M	0.04%	165
2024 Q3	$12.7M	Sell	112,000 -18,000	-14%	-$2.01M	0.65%	37
2024 Q2	$13M	Hold	130,000	–	–	0.69%	30
2024 Q1	$15.7M	Hold	130,000	–	–	0.88%	23
2023 Q4	$17.2M	Sell	130,000 -41,600	-24%	-$4.41M	1.08%	18
2023 Q3	$20.6M	Buy	171,600 +1,400	+0.8%	+$199K	1.56%	12
2023 Q2	$28.5M	Buy	170,200 +27,600	+19%	+$4.93M	2.09%	11
2023 Q1	$30M	Hold	142,600	–	–	2.35%	9
2022 Q4	$37.8M	Sell	142,600 -100	-0.1%	-$29.1K	2.93%	5
2022 Q3	$39.6M	Sell	142,700 -17,300	-11%	-$4.67M	3.4%	4
2022 Q2	$31.2M	Hold	160,000	–	–	2.77%	4
2022 Q1	$32.3M	Sell	160,000 -60,010	-27%	-$9.43M	2.41%	8
2021 Q4	$40.2M	Buy	220,010 +10	+0%	+$2.09K	2.94%	4
2021 Q3	$33M	Hold	220,000	–	–	2.67%	6
2021 Q2	$40.4M	Hold	220,000	–	–	3.15%	5
2021 Q1	$35.7M	Hold	220,000	–	–	2.94%	5
2020 Q4	$38.6M	Buy	+220,000	New	+$27.9M	3.52%	4

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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

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

Calamos Wealth Management's ENPH Position: Q4 2025 in Review

Calamos Wealth Management sold out of Enphase Energy (ENPH) in Q4 2025, closing a stake of 14,047 shares — an estimated $497K sold.

Calamos Wealth Management first reported a position in ENPH in Q4 2020 and held it in 20 quarters. The position peaked at $40.4M in Q2 2021. 473 funds tracked by Wall St. Rank hold ENPH as of Q4 2025.

Calamos Wealth Management reported no remaining Enphase Energy position as of Q4 2025 after selling out during the quarter.
Calamos Wealth Management sold 14,047 Enphase Energy shares in Q4 2025, an estimated $497K.
Calamos Wealth Management first reported a position in Enphase Energy in Q4 2020 and held it in 20 quarters.
Calamos Wealth Management's Enphase Energy position peaked at $40.4M in Q2 2021.
473 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2025.

Based on Calamos Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.