Carson Wealth (CWM LLC)
ENPH icon

Carson Wealth (CWM LLC)’s Enphase Energy ENPH Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$38.1K Buy
1,007
+173
+21% +$7.18K ﹤0.01% 3996
2025
Q4 		$27K Sell
834
-1,541
-65% -$49.9K ﹤0.01% 3999
2025
Q3 		$84K Sell
2,375
-102
-4% -$3.79K ﹤0.01% 3113
2025
Q2 		$98K Sell
2,477
-7,544
-75% -$348K ﹤0.01% 2748
2025
Q1 		$622K Buy
10,021
+3,954
+65% +$250K ﹤0.01% 1373
2024
Q4 		$417K Buy
6,067
+1,206
+25% +$95.7K ﹤0.01% 1460
2024
Q3 		$549K Sell
4,861
-687
-12% -$76.8K ﹤0.01% 1280
2024
Q2 		$553K Buy
5,548
+358
+7% +$41.7K ﹤0.01% 1151
2024
Q1 		$628K Buy
5,190
+912
+21% +$106K ﹤0.01% 1043
2023
Q4 		$565K Buy
4,278
+238
+6% +$25.2K ﹤0.01% 1016
2023
Q3 		$485K Buy
4,040
+239
+6% +$34K ﹤0.01% 987
2023
Q2 		$637K Buy
3,801
+1,541
+68% +$275K ﹤0.01% 865
2023
Q1 		$475K Buy
2,260
+569
+34% +$123K ﹤0.01% 904
2022
Q4 		$448K Buy
1,691
+185
+12% +$53.8K ﹤0.01% 843
2022
Q3 		$418K Buy
1,506
+299
+25% +$80.6K ﹤0.01% 804
2022
Q2 		$236K Buy
1,207
+408
+51% +$73.8K ﹤0.01% 973
2022
Q1 		$161K Buy
799
+572
+252% +$89.9K ﹤0.01% 1125
2021
Q4 		$42K Buy
+227
New +$47.4K ﹤0.01% 1647
2021
Q2 		$6K Hold
34
– – ﹤0.01% 2288
2021
Q1 		$6K Hold
34
– – ﹤0.01% 2288
2020
Q4 		$6K Hold
34
– – ﹤0.01% 2288
2020
Q3 		$6K Hold
34
– – ﹤0.01% 2288
2020
Q2 		$6K Hold
34
– – ﹤0.01% 2288
2020
Q1 		$6K Hold
34
– – ﹤0.01% 2288
2019
Q4 		$6K Hold
34
– – ﹤0.01% 2288
2019
Q3 		$6K Hold
34
– – ﹤0.01% 2288
2019
Q2 		$6K Hold
34
– – ﹤0.01% 2288
2019
Q1 		$6K Buy
+34
New +$259 ﹤0.01% 2288

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 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

Carson Wealth (CWM LLC)'s ENPH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Enphase Energy (ENPH) stake by 21% in Q1 2026, buying an estimated $7.18K and bringing the position to 1,007 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3996.

Carson Wealth (CWM LLC) first reported a position in ENPH in Q1 2019 and has held it in 28 quarters since. The position peaked at $637K in Q2 2023. 495 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,007 shares of Enphase Energy worth $38.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 173 Enphase Energy shares in Q1 2026, an estimated $7.18K.
  • Enphase Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3996 holding.
  • Carson Wealth (CWM LLC) first reported a position in Enphase Energy in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Enphase Energy position peaked at $637K in Q2 2023.
  • 495 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.