Jones Financial Companies
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Jones Financial Companies’s Enphase Energy ENPH Stock Holding History

Jones Financial Companies’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 		$364K Buy
7,655
+1,727
+29% +$78.7K ﹤0.01% 2346
2026
Q1 		$224K Buy
5,928
+2,106
+55% +$87.4K ﹤0.01% 2355
2025
Q4 		$122K Sell
3,822
-211
-5% -$6.83K ﹤0.01% 2138
2025
Q3 		$147K Sell
4,033
-1,225
-23% -$45.5K ﹤0.01% 1910
2025
Q2 		$215K Sell
5,258
-3,630
-41% -$168K ﹤0.01% 1635
2025
Q1 		$548K Sell
8,888
-5,959
-40% -$377K ﹤0.01% 1097
2024
Q4 		$1.02M Sell
14,847
-3,610
-20% -$286K ﹤0.01% 738
2024
Q3 		$2.12M Buy
18,457
+2,720
+17% +$304K ﹤0.01% 445
2024
Q2 		$1.57M Buy
15,737
+15,729
+196,613% +$1.83M ﹤0.01% 357
2024
Q1 		$968 Buy
+8
New +$933 ﹤0.01% 1308
2023
Q1 		– Sell
-4
Closed -$1K – 635
2022
Q4 		$1K Buy
+4
New +$1.16K ﹤0.01% 663

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's ENPH Position: Q2 2026 in Review

Jones Financial Companies increased its Enphase Energy (ENPH) stake by 29% in Q2 2026, buying an estimated $78.7K and bringing the position to 7,655 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

Jones Financial Companies first reported a position in ENPH in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.12M in Q3 2024. 533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Jones Financial Companies held 7,655 shares of Enphase Energy worth $364K as of Q2 2026.
  • Jones Financial Companies bought 1,727 Enphase Energy shares in Q2 2026, an estimated $78.7K.
  • Enphase Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2346 holding.
  • Jones Financial Companies first reported a position in Enphase Energy in Q4 2022 and has held it in 11 quarters since.
  • Jones Financial Companies's Enphase Energy position peaked at $2.12M in Q3 2024.
  • 533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.