Creative Planning
ENPH icon

Creative Planning’s Enphase Energy ENPH Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-200
Closed -$13K – 2221
2021
Q1 		$13K Buy
+200
New +$35.9K ﹤0.01% 2462
2020
Q4 		– Sell
-100
Closed -$2K – 2382
2020
Q3 		$2K Sell
100
-100
-50% -$6.7K ﹤0.01% 2092
2020
Q2 		$3K Buy
+200
New +$9.56K ﹤0.01% 1929
2019
Q1 		– Sell
-5,000
Closed -$2K – 2015
2018
Q4 		$2K Buy
+5,000
New +$25.4K ﹤0.01% 1902

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

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. 537 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.
  • 537 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.