Creative Planning’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.52M | Sell |
30,930
-9,737
| -24% | -$444K | ﹤0.01% | 2312 |
|
|
2026
Q1 | $1.54M | Buy |
40,667
+12,790
| +46% | +$531K | ﹤0.01% | 2118 |
|
|
2025
Q4 | $893K | Buy |
27,877
+3,308
| +13% | +$107K | ﹤0.01% | 2373 |
|
|
2025
Q3 | $869K | Buy |
24,569
+11,810
| +93% | +$439K | ﹤0.01% | 2241 |
|
|
2025
Q2 | $506K | Sell |
12,759
-4,031
| -24% | -$186K | ﹤0.01% | 2463 |
|
|
2025
Q1 | $1.04M | Sell |
16,790
-463
| -3% | -$29.3K | ﹤0.01% | 1684 |
|
|
2024
Q4 | $1.18M | Buy |
17,253
+1,049
| +6% | +$83.2K | ﹤0.01% | 1513 |
|
|
2024
Q3 | $1.83M | Buy |
16,204
+5,379
| +50% | +$601K | ﹤0.01% | 1112 |
|
|
2024
Q2 | $1.08M | Sell |
10,825
-13
| -0.1% | -$1.51K | ﹤0.01% | 1353 |
|
|
2024
Q1 | $1.31M | Sell |
10,838
-861
| -7% | -$100K | ﹤0.01% | 1166 |
|
|
2023
Q4 | $1.55M | Sell |
11,699
-4,960
| -30% | -$526K | ﹤0.01% | 1024 |
|
|
2023
Q3 | $2M | Buy |
16,659
+3,715
| +29% | +$529K | ﹤0.01% | 849 |
|
|
2023
Q2 | $2.17M | Buy |
12,944
+1,520
| +13% | +$272K | ﹤0.01% | 781 |
|
|
2023
Q1 | $2.4M | Sell |
11,424
-46
| -0.4% | -$9.96K | ﹤0.01% | 717 |
|
|
2022
Q4 | $3.04M | Buy |
11,470
+2,643
| +30% | +$769K | ﹤0.01% | 615 |
|
|
2022
Q3 | $2.45M | Buy |
8,827
+669
| +8% | +$180K | ﹤0.01% | 629 |
|
|
2022
Q2 | $1.59M | Buy |
8,158
+5,126
| +169% | +$927K | ﹤0.01% | 794 |
|
|
2022
Q1 | $612K | Sell |
3,032
-1,350
| -31% | -$212K | ﹤0.01% | 1225 |
|
|
2021
Q4 | $802K | Buy |
4,382
+161
| +4% | +$33.6K | ﹤0.01% | 1056 |
|
|
2021
Q3 | $633K | Buy |
4,221
+608
| +17% | +$104K | ﹤0.01% | 1170 |
|
|
2021
Q2 | $663K | Sell |
3,613
-19,230
| -84% | -$2.82M | ﹤0.01% | 1120 |
|
|
2021
Q1 | $3.7M | Buy |
22,843
+10,348
| +83% | +$1.86M | 0.01% | 486 |
|
|
2020
Q4 | $2.19M | Sell |
12,495
-10,841
| -46% | -$1.37M | ﹤0.01% | 638 |
|
|
2020
Q3 | $1.93M | Sell |
23,336
-18,628
| -44% | -$1.25M | 0.01% | 578 |
|
|
2020
Q2 | $2M | Sell |
41,964
-24,032
| -36% | -$1.15M | 0.01% | 497 |
|
|
2020
Q1 | $2.13M | Sell |
65,996
-2,621
| -4% | -$98.8K | 0.01% | 415 |
|
|
2019
Q4 | $1.79M | Buy |
68,617
+58,442
| +574% | +$1.33M | 0.01% | 551 |
|
|
2019
Q3 | $226K | Sell |
10,175
-34,418
| -77% | -$882K | ﹤0.01% | 1525 |
|
|
2019
Q2 | $813K | Buy |
44,593
+100
| +0.2% | +$1.38K | ﹤0.01% | 849 |
|
|
2019
Q1 | $411K | Sell |
44,493
-2,637
| -6% | -$20.1K | ﹤0.01% | 1149 |
|
|
2018
Q4 | $223K | Buy |
47,130
+5,200
| +12% | +$26.4K | ﹤0.01% | 1418 |
|
|
2018
Q3 | $203K | Buy |
41,930
+29,250
| +231% | +$160K | ﹤0.01% | 1672 |
|
|
2018
Q2 | $85K | Buy |
12,680
+2,680
| +27% | +$13.9K | ﹤0.01% | 1794 |
|
|
2018
Q1 | $46K | Buy |
+10,000
| New | +$30.4K | ﹤0.01% | 1825 |
|
|
2017
Q3 | – | Sell |
-12,000
| Closed | -$10K | – | 2407 |
|
|
2017
Q2 | $10K | Hold |
12,000
| – | – | ﹤0.01% | 3617 |
|
|
2017
Q1 | $16K | Hold |
12,000
| – | – | ﹤0.01% | 3268 |
|
|
2016
Q4 | $12K | Buy |
12,000
+5,000
| +71% | +$5.74K | ﹤0.01% | 3412 |
|
|
2016
Q3 | $8K | Hold |
7,000
| – | – | ﹤0.01% | 3638 |
|
|
2016
Q2 | $14K | Hold |
7,000
| – | – | ﹤0.01% | 3018 |
|
|
2016
Q1 | $16K | Hold |
7,000
| – | – | ﹤0.01% | 2911 |
|
|
2015
Q4 | $25K | Buy |
7,000
+500
| +8% | +$1.56K | ﹤0.01% | 2671 |
|
|
2015
Q3 | $24K | Buy |
+6,500
| New | +$34.6K | ﹤0.01% | 2583 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$13K | – | 1645 |
|
|
2015
Q1 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 3015 |
|
|
2014
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 2906 |
|
|
2014
Q3 | $15K | Buy |
+1,000
| New | +$12.7K | ﹤0.01% | 2700 |
|
Other funds holding ENPH
GGHC
SPC
Creative Planning's ENPH Position: Q2 2026 in Review
Creative Planning reduced its Enphase Energy (ENPH) stake by 24% in Q2 2026, selling an estimated $444K and leaving 30,930 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2312.
Creative Planning first reported a position in ENPH in Q3 2014 and has held it in 45 quarters since. The position peaked at $3.7M in Q1 2021. 534 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.
- Creative Planning held 30,930 shares of Enphase Energy worth $1.52M as of Q2 2026.
- Creative Planning sold 9,737 Enphase Energy shares in Q2 2026, an estimated $444K.
- Enphase Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2312 holding.
- Creative Planning first reported a position in Enphase Energy in Q3 2014 and has held it in 45 quarters since.
- Creative Planning's Enphase Energy position peaked at $3.7M in Q1 2021.
- 534 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.