Chevy Chase Trust
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Chevy Chase Trust’s Enphase Energy ENPH Stock Holding History

Chevy Chase Trust’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
Q3 		– Sell
-69,303
Closed -$2.75M – 632
2025
Q2 		$2.75M Sell
69,303
-173
-0.2% -$7.99K 0.01% 552
2025
Q1 		$4.31M Sell
69,476
-1,422
-2% -$90K 0.01% 522
2024
Q4 		$4.87M Sell
70,898
-1,708
-2% -$136K 0.01% 513
2024
Q3 		$8.21M Sell
72,606
-1,672
-2% -$187K 0.03% 446
2024
Q2 		$7.41M Sell
74,278
-888
-1% -$103K 0.02% 443
2024
Q1 		$9.09M Sell
75,166
-1,192
-2% -$139K 0.03% 422
2023
Q4 		$10.1M Sell
76,358
-367
-0.5% -$38.9K 0.04% 393
2023
Q3 		$9.22M Sell
76,725
-2,193
-3% -$312K 0.04% 376
2023
Q2 		$13.2M Sell
78,918
-70
-0.1% -$12.5K 0.05% 328
2023
Q1 		$16.6M Buy
78,988
+810
+1% +$175K 0.07% 274
2022
Q4 		$20.7M Sell
78,178
-4,535
-5% -$1.32M 0.09% 226
2022
Q3 		$23M Buy
82,713
+1,170
+1% +$316K 0.1% 195
2022
Q2 		$15.9M Buy
81,543
+1,018
+1% +$184K 0.07% 274
2022
Q1 		$16.2M Sell
80,525
-385
-0.5% -$60.5K 0.06% 308
2021
Q4 		$14.8M Sell
80,910
-1,745
-2% -$364K 0.05% 333
2021
Q3 		$12.4M Sell
82,655
-3,815
-4% -$655K 0.04% 368
2021
Q2 		$15.9M Sell
86,470
-120
-0.1% -$17.6K 0.05% 314
2021
Q1 		$14M Buy
+86,590
New +$15.5M 0.05% 338

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Chevy Chase Trust's ENPH Position: Q3 2025 in Review

Chevy Chase Trust sold out of Enphase Energy (ENPH) in Q3 2025, closing a stake of 69,303 shares — an estimated $2.75M sold.

Chevy Chase Trust first reported a position in ENPH in Q1 2021 and held it in 18 quarters. The position peaked at $23M in Q3 2022. 489 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

  • Chevy Chase Trust reported no remaining Enphase Energy position as of Q3 2025 after selling out during the quarter.
  • Chevy Chase Trust sold 69,303 Enphase Energy shares in Q3 2025, an estimated $2.75M.
  • Chevy Chase Trust first reported a position in Enphase Energy in Q1 2021 and held it in 18 quarters.
  • Chevy Chase Trust's Enphase Energy position peaked at $23M in Q3 2022.
  • 489 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on Chevy Chase Trust's 13F filing for Q3 2025, filed 14 Nov 2025.