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CBIZ Investment Advisory Services’s Enphase Energy ENPH Stock Holding History

CBIZ Investment Advisory Services’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
-9
Closed -$558 – 755
2025
Q1 		$558 Buy
+9
New +$569 ﹤0.01% 542
2024
Q4 		– Sell
-21
Closed -$2.37K – 488
2024
Q3 		$2.37K Hold
21
– – ﹤0.01% 332
2024
Q2 		$2.09K Buy
+21
New +$2.45K ﹤0.01% 334

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CBIZ Investment Advisory Services's ENPH Position: Q2 2025 in Review

CBIZ Investment Advisory Services sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 9 shares — an estimated $558 sold.

CBIZ Investment Advisory Services first reported a position in ENPH in Q2 2024 and held it in 3 quarters. The position peaked at $2.37K in Q3 2024. 516 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

  • CBIZ Investment Advisory Services reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 9 Enphase Energy shares in Q2 2025, an estimated $558.
  • CBIZ Investment Advisory Services first reported a position in Enphase Energy in Q2 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Enphase Energy position peaked at $2.37K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.