Everence Capital Management’s Enphase Energy ENPH Stock Holding History

Everence Capital Management’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
2025 Q2	–	Sell	-4,910	Closed	-$305K	–	804
2025 Q1	$305K	Sell	4,910 -1,940	-28%	-$123K	0.02%	558
2024 Q4	$470K	Buy	+6,850	New	+$544K	0.03%	382
2023 Q3	–	Sell	-2,690	Closed	-$468K	–	753
2023 Q2	$468K	Hold	2,690	–	–	0.04%	364
2023 Q1	$566	Sell	2,690 -330	-11%	-$71.5K	0.05%	333
2022 Q4	$800	Sell	3,020 -1,100	-27%	-$320K	0.07%	249
2022 Q3	$1.14M	Hold	4,120	–	–	0.11%	167
2022 Q2	$804K	Hold	4,120	–	–	0.07%	221
2022 Q1	$831K	Hold	4,120	–	–	0.06%	245
2021 Q4	$754K	Buy	+4,120	New	+$860K	0.06%	286
2021 Q3	–	Sell	-3,550	Closed	-$652K	–	745
2021 Q2	$652K	Hold	3,550	–	–	0.05%	307
2021 Q1	$576K	Buy	+3,550	New	+$637K	0.05%	319

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Everence Capital Management's ENPH Position: Q2 2025 in Review

Everence Capital Management sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 4,910 shares — an estimated $305K sold.

Everence Capital Management first reported a position in ENPH in Q1 2021 and held it in 11 quarters. The position peaked at $1.14M in Q3 2022. 516 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

Everence Capital Management reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
Everence Capital Management sold 4,910 Enphase Energy shares in Q2 2025, an estimated $305K.
Everence Capital Management first reported a position in Enphase Energy in Q1 2021 and held it in 11 quarters.
Everence Capital Management's Enphase Energy position peaked at $1.14M in Q3 2022.
516 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Everence Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.