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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's ENPH Position: Q1 2026 in Review

Creative Planning increased its Enphase Energy (ENPH) stake by 46% in Q1 2026, buying an estimated $531K and bringing the position to 40,667 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Creative Planning first reported a position in ENPH in Q3 2014 and has held it in 44 quarters since. The position peaked at $3.7M in Q1 2021. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Creative Planning held 40,667 shares of Enphase Energy worth $1.54M as of Q1 2026.
  • Creative Planning bought 12,790 Enphase Energy shares in Q1 2026, an estimated $531K.
  • Enphase Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2118 holding.
  • Creative Planning first reported a position in Enphase Energy in Q3 2014 and has held it in 44 quarters since.
  • Creative Planning's Enphase Energy position peaked at $3.7M in Q1 2021.
  • 493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.