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Fermata Advisors’s Enphase Energy ENPH Stock Holding History

Fermata 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
2025
Q3 		– Sell
-7,330
Closed -$291K – 217
2025
Q2 		$291K Buy
7,330
+400
+6% +$18.5K 0.08% 179
2025
Q1 		$430K Hold
6,930
– – 0.08% 173
2024
Q4 		$476K Sell
6,930
-140
-2% -$11.1K 0.09% 144
2024
Q3 		$799K Hold
7,070
– – 0.16% 93
2024
Q2 		$705K Hold
7,070
– – 0.16% 96
2024
Q1 		$855K Buy
7,070
+100
+1% +$11.7K 0.19% 88
2023
Q4 		$921K Sell
6,970
-77
-1% -$8.17K 0.22% 80
2023
Q3 		$847K Sell
7,047
-4,393
-38% -$626K 0.24% 79
2023
Q2 		$1.92M Buy
11,440
+100
+0.9% +$17.9K 1.73% 23
2023
Q1 		$2.38M Buy
11,340
+657
+6% +$142K 1.44% 19
2022
Q4 		$2.83M Buy
10,683
+403
+4% +$117K 0.84% 40
2022
Q3 		$2.85M Sell
10,280
-40
-0.4% -$10.8K 0.93% 34
2022
Q2 		$2.02M Hold
10,320
– – 0.7% 42
2022
Q1 		$2.08M Hold
10,320
– – 0.78% 38
2021
Q4 		$1.89M Sell
10,320
-80
-0.8% -$16.7K 0.69% 41
2021
Q3 		$1.56M Hold
10,400
– – 0.69% 37
2021
Q2 		$1.91M Hold
10,400
– – 1.11% 22
2021
Q1 		$1.69M Buy
+10,400
New +$1.87M 1.42% 18

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fermata Advisors's ENPH Position: Q3 2025 in Review

Fermata Advisors sold out of Enphase Energy (ENPH) in Q3 2025, closing a stake of 7,330 shares — an estimated $291K sold.

Fermata Advisors first reported a position in ENPH in Q1 2021 and held it in 18 quarters. The position peaked at $2.85M in Q3 2022. 489 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

  • Fermata Advisors reported no remaining Enphase Energy position as of Q3 2025 after selling out during the quarter.
  • Fermata Advisors sold 7,330 Enphase Energy shares in Q3 2025, an estimated $291K.
  • Fermata Advisors first reported a position in Enphase Energy in Q1 2021 and held it in 18 quarters.
  • Fermata Advisors's Enphase Energy position peaked at $2.85M in Q3 2022.
  • 489 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on Fermata Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.