JFS Wealth Advisors’s Enphase Energy ENPH Stock Holding History

JFS 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	$985	Buy	+20	New	+$911	﹤0.01%	1811
2024 Q4	–	Sell	-26	Closed	-$2.94K	–	1962
2024 Q3	$2.94K	Buy	26 +8	+44%	+$894	﹤0.01%	1327
2024 Q2	$1.79K	Hold	18	–	–	﹤0.01%	1473
2024 Q1	$2.18K	Buy	18 +2	+13%	+$233	﹤0.01%	1412
2023 Q4	$2.12K	Buy	16 +7	+78%	+$742	﹤0.01%	1403
2023 Q3	$1.08K	Sell	9 -17	-65%	-$2.42K	﹤0.01%	1574
2023 Q2	$4.36K	Sell	26 -7	-21%	-$1.25K	﹤0.01%	1063
2023 Q1	$6.94K	Sell	33 -5	-13%	-$1.08K	﹤0.01%	862
2022 Q4	$10.1K	Buy	38 +3	+9%	+$873	﹤0.01%	713
2022 Q3	$10K	Buy	35 +11	+46%	+$2.97K	﹤0.01%	719
2022 Q2	$5K	Sell	24 -5	-17%	-$904	﹤0.01%	979
2022 Q1	$6K	Buy	29 +20	+222%	+$3.14K	﹤0.01%	966
2021 Q4	$2K	Buy	+9	New	+$1.88K	﹤0.01%	1067

Other funds holding ENPH

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Enphase Energy (ENPH) in Q2 2026: 20 shares worth $985. The stake represents ﹤0.01% of the portfolio and ranks #1811 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in ENPH as recently as Q3 2024.

JFS Wealth Advisors first reported a position in ENPH in Q4 2021 and has held it in 13 quarters since. The position peaked at $10.1K in Q4 2022. 536 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

JFS Wealth Advisors held 20 shares of Enphase Energy worth $985 as of Q2 2026.
Enphase Energy was a new JFS Wealth Advisors position in Q2 2026.
Enphase Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1811 holding.
JFS Wealth Advisors first reported a position in Enphase Energy in Q4 2021 and has held it in 13 quarters since.
JFS Wealth Advisors's Enphase Energy position peaked at $10.1K in Q4 2022.
536 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.