Kestra Advisory Services
ENPH icon

Kestra Advisory Services’s Enphase Energy ENPH Stock Holding History

Kestra Advisory Services’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
Q3 		– Sell
-6,109
Closed -$301K – 3471
2026
Q2 		$301K Buy
6,109
+12
+0.2% +$547 ﹤0.01% 2766
2026
Q1 		$231K Buy
6,097
+126
+2% +$5.23K ﹤0.01% 2843
2025
Q4 		$191K Buy
+5,971
New +$193K ﹤0.01% 2925
2025
Q1 		– Sell
-2,989
Closed -$205K – 2795
2024
Q4 		$205K Sell
2,989
-1,822
-38% -$145K ﹤0.01% 2470
2024
Q3 		$544K Buy
4,811
+402
+9% +$44.9K ﹤0.01% 1718
2024
Q2 		$440K Sell
4,409
-3,008
-41% -$350K ﹤0.01% 1863
2024
Q1 		$897K Sell
7,417
-3,034
-29% -$354K 0.01% 1306
2023
Q4 		$1.38M Buy
10,451
+5,738
+122% +$609K 0.01% 968
2023
Q3 		$566K Buy
4,713
+486
+11% +$69.2K 0.01% 1296
2023
Q2 		$708K Buy
4,227
+153
+4% +$27.3K 0.01% 1142
2023
Q1 		$857K Sell
4,074
-2,561
-39% -$555K 0.01% 1017
2022
Q4 		$1.76M Buy
6,635
+1,249
+23% +$363K 0.02% 805
2022
Q3 		$1.49M Buy
5,386
+1,082
+25% +$292K 0.02% 790
2022
Q2 		$840K Sell
4,304
-8,559
-67% -$1.55M 0.01% 1060
2022
Q1 		$2.6M Buy
12,863
+631
+5% +$99.1K 0.03% 585
2021
Q4 		$2.24M Sell
12,232
-632
-5% -$132K 0.02% 644
2021
Q3 		$1.93M Buy
12,864
+4,262
+50% +$731K 0.02% 731
2021
Q2 		$1.58M Sell
8,602
-1,169
-12% -$171K 0.02% 741
2021
Q1 		$1.58M Buy
9,771
+4,190
+75% +$752K 0.02% 672
2020
Q4 		$965K Buy
5,581
+5,512
+7,988% +$699K 0.01% 883
2020
Q3 		$378K Buy
+69
New +$4.62K 0.01% 1000

Other funds holding ENPH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Kestra Advisory Services's ENPH Position: Q3 2026 in Review

Kestra Advisory Services sold out of Enphase Energy (ENPH) in Q3 2026, closing a stake of 6,109 shares — an estimated $301K sold.

Kestra Advisory Services first reported a position in ENPH in Q3 2020 and held it in 21 quarters. The position peaked at $2.6M in Q1 2022. 257 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

  • Kestra Advisory Services reported no remaining Enphase Energy position as of Q3 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 6,109 Enphase Energy shares in Q3 2026, an estimated $301K.
  • Kestra Advisory Services first reported a position in Enphase Energy in Q3 2020 and held it in 21 quarters.
  • Kestra Advisory Services's Enphase Energy position peaked at $2.6M in Q1 2022.
  • 257 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.