Colonial Trust’s Enphase Energy ENPH Stock Holding History

Colonial 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	-8	Closed	-$317	–	1103
2025 Q2	$317	Sell	8 -13	-62%	-$601	﹤0.01%	1072
2025 Q1	$1.3K	Buy	21 +14	+200%	+$886	﹤0.01%	1002
2024 Q4	$481	Buy	7 +5	+250%	+$397	﹤0.01%	1288
2024 Q3	$230	Buy	+2	New	+$223	﹤0.01%	1100

Other funds holding ENPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Colonial Trust's ENPH Position: Q3 2025 in Review

Colonial Trust sold out of Enphase Energy (ENPH) in Q3 2025, closing a stake of 8 shares — an estimated $317 sold.

Colonial Trust first reported a position in ENPH in Q3 2024 and held it in 4 quarters. The position peaked at $1.3K in Q1 2025. 487 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

Colonial Trust reported no remaining Enphase Energy position as of Q3 2025 after selling out during the quarter.
Colonial Trust sold 8 Enphase Energy shares in Q3 2025, an estimated $317.
Colonial Trust first reported a position in Enphase Energy in Q3 2024 and held it in 4 quarters.
Colonial Trust's Enphase Energy position peaked at $1.3K in Q1 2025.
487 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on Colonial Trust's 13F filing for Q3 2025, filed 10 Nov 2025.