Cornerstone Planning Group’s Enphase Energy ENPH Stock Holding History

Cornerstone Planning Group’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	$79	Hold	2	–	–	﹤0.01%	1842
2026 Q1	$73	Buy	+2	New	+$83	﹤0.01%	1799
2025 Q4	–	Sell	-13	Closed	-$392	–	1757
2025 Q3	$392	Buy	+13	New	+$483	﹤0.01%	1531
2025 Q2	–	Sell	-16	Closed	-$721	–	1580
2025 Q1	$721	Buy	16 +7	+78%	+$443	﹤0.01%	1204
2024 Q4	$576	Buy	9 +6	+200%	+$476	﹤0.01%	1092
2024 Q3	$249	Buy	+3	New	+$335	﹤0.01%	1219
2024 Q1	–	Sell	-2	Closed	-$264	–	1127
2023 Q4	$264	Hold	2	–	–	﹤0.01%	840
2023 Q3	$240	Buy	+2	New	+$285	﹤0.01%	1002

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cornerstone Planning Group's ENPH Position: Q2 2026 in Review

Cornerstone Planning Group held its Enphase Energy (ENPH) position steady in Q2 2026 at 2 shares worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Cornerstone Planning Group first reported a position in ENPH in Q3 2023 and has held it in 8 quarters since. The position peaked at $721 in Q1 2025. 242 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Cornerstone Planning Group held 2 shares of Enphase Energy worth $79 as of Q2 2026.
Cornerstone Planning Group left its Enphase Energy share count unchanged in Q2 2026.
Enphase Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1842 holding.
Cornerstone Planning Group first reported a position in Enphase Energy in Q3 2023 and has held it in 8 quarters since.
Cornerstone Planning Group's Enphase Energy position peaked at $721 in Q1 2025.
242 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.