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Financial Advocates Investment Management’s Enphase Energy ENPH Stock Holding History

Financial Advocates Investment 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
-3,774
Closed -$234K – 666
2025
Q1 		$234K Buy
3,774
+712
+23% +$45.1K 0.02% 632
2024
Q4 		$210K Sell
3,062
-866
-22% -$68.7K 0.01% 690
2024
Q3 		$444K Sell
3,928
-719
-15% -$80.3K 0.03% 491
2024
Q2 		$463K Sell
4,647
-219
-5% -$25.5K 0.03% 453
2024
Q1 		$589K Buy
4,866
+139
+3% +$16.2K 0.03% 426
2023
Q4 		$625K Buy
4,727
+1,673
+55% +$177K 0.04% 378
2023
Q3 		$367K Buy
+3,054
New +$435K 0.03% 480
2023
Q1 		– Sell
-3,314
Closed -$878K – 764
2022
Q4 		$878K Buy
3,314
+1,913
+137% +$557K 0.07% 319
2022
Q3 		$211K Buy
+1,401
New +$378K 0.02% 666

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Financial Advocates Investment Management's ENPH Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 3,774 shares — an estimated $234K sold.

Financial Advocates Investment Management first reported a position in ENPH in Q3 2022 and held it in 9 quarters. The position peaked at $878K in Q4 2022. 518 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,774 Enphase Energy shares in Q2 2025, an estimated $234K.
  • Financial Advocates Investment Management first reported a position in Enphase Energy in Q3 2022 and held it in 9 quarters.
  • Financial Advocates Investment Management's Enphase Energy position peaked at $878K in Q4 2022.
  • 518 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.