EWA
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EverSource Wealth Advisors’s Enphase Energy ENPH Stock Holding History

EverSource Wealth Advisors’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
Q2 		$15.3K Buy
310
+41
+15% +$1.87K ﹤0.01% 2634
2026
Q1 		$10.2K Buy
269
+72
+37% +$2.99K ﹤0.01% 2912
2025
Q4 		$6.31K Sell
197
-49
-20% -$1.59K ﹤0.01% 3012
2025
Q3 		$8.71K Buy
246
+107
+77% +$3.98K ﹤0.01% 2897
2025
Q2 		$5.51K Sell
139
-29
-17% -$1.34K ﹤0.01% 3121
2025
Q1 		$10.4K Buy
168
+135
+409% +$8.54K ﹤0.01% 2087
2024
Q4 		$2.27K Sell
33
-9
-21% -$714 ﹤0.01% 2667
2024
Q3 		$4.75K Sell
42
-66
-61% -$7.37K ﹤0.01% 2246
2024
Q2 		$12.4K Sell
108
-4
-4% -$466 ﹤0.01% 1740
2024
Q1 		$12.2K Buy
112
+27
+32% +$3.15K ﹤0.01% 1591
2023
Q4 		$11.2K Hold
85
– – ﹤0.01% 1505
2023
Q3 		$10.2K Buy
85
+32
+60% +$4.56K ﹤0.01% 1414
2023
Q2 		$8.88K Sell
53
-3
-5% -$536 ﹤0.01% 1489
2023
Q1 		$11.8K Sell
56
-23
-29% -$4.98K ﹤0.01% 1284
2022
Q4 		$20.9K Buy
79
+12
+18% +$3.49K ﹤0.01% 1055
2022
Q3 		$19K Buy
67
+56
+509% +$15.1K ﹤0.01% 920
2022
Q2 		$2K Sell
11
-14
-56% -$2.53K ﹤0.01% 1499
2022
Q1 		$5K Sell
25
-45
-64% -$7.07K ﹤0.01% 1237
2021
Q4 		$13K Buy
+70
New +$14.6K ﹤0.01% 842

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's ENPH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Enphase Energy (ENPH) stake by 15% in Q2 2026, buying an estimated $1.87K and bringing the position to 310 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

EverSource Wealth Advisors first reported a position in ENPH in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.9K in Q4 2022. 538 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • EverSource Wealth Advisors held 310 shares of Enphase Energy worth $15.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 41 Enphase Energy shares in Q2 2026, an estimated $1.87K.
  • Enphase Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2634 holding.
  • EverSource Wealth Advisors first reported a position in Enphase Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Enphase Energy position peaked at $20.9K in Q4 2022.
  • 538 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.