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Great Valley Advisor Group’s Enphase Energy ENPH Stock Holding History

Great Valley Advisor Group’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
-30,040
Closed -$1.86M – 907
2025
Q1 		$1.86M Buy
30,040
+13,332
+80% +$844K 0.04% 322
2024
Q4 		$1.15M Sell
16,708
-4,471
-21% -$355K 0.03% 414
2024
Q3 		$2.39M Buy
21,179
+2,897
+16% +$324K 0.06% 286
2024
Q2 		$1.82M Buy
18,282
+4,679
+34% +$545K 0.05% 294
2024
Q1 		$1.65M Sell
13,603
-2,328
-15% -$272K 0.05% 303
2023
Q4 		$2.1M Sell
15,931
-1,357
-8% -$144K 0.07% 233
2023
Q3 		$2.08M Buy
17,288
+810
+5% +$115K 0.09% 216
2023
Q2 		$2.76M Buy
16,478
+7,678
+87% +$1.37M 0.12% 186
2023
Q1 		$1.85M Buy
8,800
+2,207
+33% +$478K 0.09% 221
2022
Q4 		$1.75M Sell
6,593
-1,702
-21% -$495K 0.09% 234
2022
Q3 		$2.3M Sell
8,295
-289
-3% -$78K 0.13% 172
2022
Q2 		$1.68M Sell
8,584
-4,839
-36% -$875K 0.09% 219
2022
Q1 		$2.71M Buy
13,423
+3,730
+38% +$586K 0.16% 161
2021
Q4 		$1.77M Buy
9,693
+2,555
+36% +$533K 0.11% 197
2021
Q3 		$1.07M Buy
7,138
+3,195
+81% +$548K 0.07% 238
2021
Q2 		$724K Buy
3,943
+584
+17% +$85.7K 0.05% 280
2021
Q1 		$545K Buy
3,359
+614
+22% +$110K 0.05% 287
2020
Q4 		$482K Sell
2,745
-335
-11% -$42.5K 0.05% 291
2020
Q3 		$254K Sell
3,080
-6,320
-67% -$423K 0.03% 360
2020
Q2 		$447K Buy
+9,400
New +$449K 0.07% 248

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 $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Great Valley Advisor Group's ENPH Position: Q2 2025 in Review

Great Valley Advisor Group sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 30,040 shares — an estimated $1.86M sold.

Great Valley Advisor Group first reported a position in ENPH in Q2 2020 and held it in 20 quarters. The position peaked at $2.76M in Q2 2023. 518 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

  • Great Valley Advisor Group reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 30,040 Enphase Energy shares in Q2 2025, an estimated $1.86M.
  • Great Valley Advisor Group first reported a position in Enphase Energy in Q2 2020 and held it in 20 quarters.
  • Great Valley Advisor Group's Enphase Energy position peaked at $2.76M in Q2 2023.
  • 518 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.