PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Enphase Energy ENPH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$54.2K	Hold	1,100	–	–	0.01%	312
2026 Q1	$41.6K	Hold	1,100	–	–	0.01%	314
2025 Q4	$35.3K	Hold	1,100	–	–	0.01%	342
2025 Q3	$38.9K	Hold	1,100	–	–	0.01%	298
2025 Q2	$43.6K	Sell	1,100 -66	-6%	-$3.05K	0.01%	274
2025 Q1	$72.4K	Hold	1,166	–	–	0.03%	226
2024 Q4	$80.1K	Buy	1,166 +66	+6%	+$5.24K	0.03%	206
2024 Q3	$124K	Hold	1,100	–	–	0.06%	138
2024 Q2	$110K	Hold	1,100	–	–	0.06%	140
2024 Q1	$133K	Hold	1,100	–	–	0.09%	121
2023 Q4	$145K	Hold	1,100	–	–	0.09%	120
2023 Q3	$132K	Hold	1,100	–	–	0.1%	110
2023 Q2	$184K	Hold	1,100	–	–	0.14%	84
2023 Q1	$231K	Hold	1,100	–	–	0.18%	69
2022 Q4	$291K	Buy	+1,100	New	+$320K	0.25%	55

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ENPH Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Enphase Energy (ENPH) position steady in Q2 2026 at 1,100 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #312.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ENPH in Q4 2022 and has held it in 15 quarters since. The position peaked at $291K in Q4 2022. 241 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,100 shares of Enphase Energy worth $54.2K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Enphase Energy share count unchanged in Q2 2026.
Enphase Energy made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #312 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Enphase Energy in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Enphase Energy position peaked at $291K in Q4 2022.
241 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.