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Evelyn Partners Investment Management Services’s Enphase Energy ENPH Stock Holding History

Evelyn Partners Investment Management Services’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
Q1 		$7.83K Hold
207
– – ﹤0.01% 257
2025
Q4 		$6.63K Hold
207
– – ﹤0.01% 243
2025
Q3 		$7.33K Hold
207
– – ﹤0.01% 243
2025
Q2 		$8.21K Hold
207
– – ﹤0.01% 230
2025
Q1 		$12.8K Sell
207
-50
-19% -$3.16K ﹤0.01% 221
2024
Q4 		$17.7K Buy
+257
New +$20.4K ﹤0.01% 215

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

Evelyn Partners Investment Management Services's ENPH Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Enphase Energy (ENPH) position steady in Q1 2026 at 207 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Evelyn Partners Investment Management Services first reported a position in ENPH in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.7K in Q4 2024. 494 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Evelyn Partners Investment Management Services held 207 shares of Enphase Energy worth $7.83K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Enphase Energy share count unchanged in Q1 2026.
  • Enphase Energy made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #257 holding.
  • Evelyn Partners Investment Management Services first reported a position in Enphase Energy in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Enphase Energy position peaked at $17.7K in Q4 2024.
  • 494 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.