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Clearstead Trust’s Enphase Energy ENPH Stock Holding History

Clearstead 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
2026
Q2 		$1.33K Sell
27
-27
-50% -$1.23K ﹤0.01% 916
2026
Q1 		$2.04K Sell
54
-11
-17% -$457 ﹤0.01% 874
2025
Q4 		$2.08K Buy
65
+53
+442% +$1.72K ﹤0.01% 894
2025
Q3 		$425 Sell
12
-186
-94% -$6.91K ﹤0.01% 1400
2025
Q2 		$7.85K Buy
198
+27
+16% +$1.25K ﹤0.01% 645
2025
Q1 		$10.6K Buy
171
+61
+55% +$3.86K ﹤0.01% 457
2024
Q4 		$7.55K Hold
110
– – ﹤0.01% 374
2024
Q3 		$12.4K Hold
110
– – ﹤0.01% 340
2024
Q2 		$11K Hold
110
– – ﹤0.01% 351
2024
Q1 		$13.3K Hold
110
– – ﹤0.01% 341
2023
Q4 		$14.5K Hold
110
– – ﹤0.01% 318
2023
Q3 		$13.2K Hold
110
– – ﹤0.01% 326
2023
Q2 		$18.4K Hold
110
– – 0.01% 273
2023
Q1 		$23.1K Hold
110
– – 0.01% 256
2022
Q4 		$29K Hold
110
– – 0.01% 256
2022
Q3 		$31K Buy
+110
New +$29.7K 0.01% 231
2022
Q1 		– Sell
-119
Closed -$22K – 196
2021
Q4 		$22K Hold
119
– – 0.01% 146
2021
Q3 		$18K Hold
119
– – 0.01% 155
2021
Q2 		$22K Buy
+119
New +$17.5K 0.01% 131
2021
Q1 		– Sell
-119
Closed -$21K – 129
2020
Q4 		$21K Buy
+119
New +$15.1K 0.01% 138

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 Trust's ENPH Position: Q2 2026 in Review

Clearstead Trust reduced its Enphase Energy (ENPH) stake by 50% in Q2 2026, selling an estimated $1.23K and leaving 27 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Clearstead Trust first reported a position in ENPH in Q4 2020 and has held it in 20 quarters since. The position peaked at $31K in Q3 2022. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Clearstead Trust held 27 shares of Enphase Energy worth $1.33K as of Q2 2026.
  • Clearstead Trust sold 27 Enphase Energy shares in Q2 2026, an estimated $1.23K.
  • Enphase Energy made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #916 holding.
  • Clearstead Trust first reported a position in Enphase Energy in Q4 2020 and has held it in 20 quarters since.
  • Clearstead Trust's Enphase Energy position peaked at $31K in Q3 2022.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

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