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 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

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

Kestra Advisory Services's ENPH Position: Q2 2026 in Review

Kestra Advisory Services increased its Enphase Energy (ENPH) stake by 0.2% in Q2 2026, buying an estimated $547 and bringing the position to 6,109 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Kestra Advisory Services first reported a position in ENPH in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.6M in Q1 2022. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Kestra Advisory Services held 6,109 shares of Enphase Energy worth $301K as of Q2 2026.
Kestra Advisory Services bought 12 Enphase Energy shares in Q2 2026, an estimated $547.
Enphase Energy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2766 holding.
Kestra Advisory Services first reported a position in Enphase Energy in Q3 2020 and has held it in 21 quarters since.
Kestra Advisory Services's Enphase Energy position peaked at $2.6M in Q1 2022.
537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.