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Calton & Associates’s Enphase Energy ENPH Stock Holding History

Calton & Associates’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 		$963K Hold
19,566
– – 0.14% 132
2026
Q1 		$740K Hold
19,566
– – 0.11% 180
2025
Q4 		$627K Hold
19,566
– – 0.09% 210
2025
Q3 		$692K Hold
19,566
– – 0.1% 180
2025
Q2 		$776K Buy
+19,566
New +$904K 0.13% 147
2024
Q1 		– Sell
-3,625
Closed -$479K – 210
2023
Q4 		$479K Buy
+3,625
New +$384K 0.19% 113

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 $3.38T AUM 44.17% 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

Calton & Associates's ENPH Position: Q2 2026 in Review

Calton & Associates held its Enphase Energy (ENPH) position steady in Q2 2026 at 19,566 shares worth $963K. The position accounts for 0.14% of the portfolio, ranked #132.

Calton & Associates first reported a position in ENPH in Q4 2023 and has held it in 6 quarters since. 538 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Calton & Associates held 19,566 shares of Enphase Energy worth $963K as of Q2 2026.
  • Calton & Associates left its Enphase Energy share count unchanged in Q2 2026.
  • Enphase Energy made up 0.14% of Calton & Associates's portfolio in Q2 2026, its #132 holding.
  • Calton & Associates first reported a position in Enphase Energy in Q4 2023 and has held it in 6 quarters since.
  • 538 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.