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Clearstead Advisors’s Enphase Energy ENPH Stock Holding History

Clearstead Advisors’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 		$96.6K Buy
+1,962
New +$89.4K ﹤0.01% 1302
2026
Q1 		– Sell
-34
Closed -$1.09K – 2432
2025
Q4 		$1.09K Sell
34
-7
-17% -$227 ﹤0.01% 2220
2025
Q3 		$1.45K Sell
41
-74
-64% -$2.75K ﹤0.01% 2545
2025
Q2 		$4.56K Sell
115
-113
-50% -$5.22K ﹤0.01% 2131
2025
Q1 		$14.1K Buy
228
+192
+533% +$12.1K ﹤0.01% 1514
2024
Q4 		$2.47K Sell
36
-107,496
-100% -$8.53M ﹤0.01% 1819
2024
Q3 		$12.2M Buy
107,532
+60,677
+129% +$6.78M 0.19% 112
2024
Q2 		$4.67M Buy
+46,855
New +$5.46M 0.08% 182
2024
Q1 		– Sell
-22
Closed -$2.91K – 1563
2023
Q4 		$2.91K Buy
+22
New +$2.33K ﹤0.01% 1242
2023
Q3 		– Sell
-1,195
Closed -$200K – 1489
2023
Q2 		$200K Sell
1,195
-7
-0.6% -$1.25K 0.01% 432
2023
Q1 		$253K Sell
1,202
-503
-30% -$109K 0.02% 360
2022
Q4 		$452K Buy
1,705
+294
+21% +$85.5K 0.04% 267
2022
Q3 		$392K Buy
1,411
+565
+67% +$152K 0.04% 267
2022
Q2 		$165K Buy
846
+731
+636% +$132K 0.01% 404
2022
Q1 		$23K Hold
115
– – ﹤0.01% 832
2021
Q4 		$21K Hold
115
– – ﹤0.01% 815
2021
Q3 		$17K Hold
115
– – ﹤0.01% 859
2021
Q2 		$21K Hold
115
– – ﹤0.01% 698
2021
Q1 		$19K Hold
115
– – ﹤0.01% 689
2020
Q4 		$20K Buy
+115
New +$14.6K ﹤0.01% 632

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 $3.37T AUM 44.26% 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

Clearstead Advisors's ENPH Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Enphase Energy (ENPH) in Q2 2026: 1,962 shares worth $96.6K. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ENPH as recently as Q4 2025.

Clearstead Advisors first reported a position in ENPH in Q4 2020 and has held it in 20 quarters since. The position peaked at $12.2M in Q3 2024. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Clearstead Advisors held 1,962 shares of Enphase Energy worth $96.6K as of Q2 2026.
  • Enphase Energy was a new Clearstead Advisors position in Q2 2026.
  • Enphase Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1302 holding.
  • Clearstead Advisors first reported a position in Enphase Energy in Q4 2020 and has held it in 20 quarters since.
  • Clearstead Advisors's Enphase Energy position peaked at $12.2M in Q3 2024.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.