Carolinas Wealth Consulting’s Enphase Energy ENPH Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-5	Closed	-$310	–	272
2025 Q1	$310	Hold	5	–	–	﹤0.01%	990
2024 Q4	$344	Buy	5 +1	+25%	+$79	﹤0.01%	1032
2024 Q3	$453	Sell	4 -1	-20%	-$112	﹤0.01%	1013
2024 Q2	$499	Hold	5	–	–	﹤0.01%	993
2024 Q1	$605	Buy	5 +2	+67%	+$233	﹤0.01%	963
2023 Q4	$396	Hold	3	–	–	﹤0.01%	952
2023 Q3	$239	Sell	3 -1	-25%	-$142	﹤0.01%	990
2023 Q2	$670	Hold	4	–	–	﹤0.01%	957
2023 Q1	$841	Hold	4	–	–	﹤0.01%	922
2022 Q4	$1.06K	Hold	4	–	–	﹤0.01%	887
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	813
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	812
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	841
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	873
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	849
2021 Q2	$1K	Buy	+4	New	+$587	﹤0.01%	860
2021 Q1	–	Sell	-100	Closed	-$18K	–	954
2020 Q4	$18K	Buy	+100	New	+$12.7K	﹤0.01%	494

Other funds holding ENPH

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

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

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

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

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

Carolinas Wealth Consulting's ENPH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 5 shares — an estimated $310 sold.

Carolinas Wealth Consulting first reported a position in ENPH in Q4 2020 and held it in 17 quarters. The position peaked at $18K in Q4 2020. 518 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 5 Enphase Energy shares in Q2 2025, an estimated $310.
Carolinas Wealth Consulting first reported a position in Enphase Energy in Q4 2020 and held it in 17 quarters.
Carolinas Wealth Consulting's Enphase Energy position peaked at $18K in Q4 2020.
518 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.