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LMCG Investments’s Enphase Energy ENPH Stock Holding History

LMCG Investments’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
-76,885
Closed -$4.77M – 226
2025
Q1 		$4.77M Buy
76,885
+24,925
+48% +$1.58M 0.32% 98
2024
Q4 		$3.57M Sell
51,960
-29,157
-36% -$2.31M 0.22% 110
2024
Q3 		$9.17M Buy
81,117
+16,555
+26% +$1.85M 0.55% 71
2024
Q2 		$6.44M Buy
64,562
+2,276
+4% +$265K 0.37% 92
2024
Q1 		$7.54M Buy
62,286
+33,518
+117% +$3.91M 0.44% 83
2023
Q4 		$3.8M Sell
28,768
-10,736
-27% -$1.14M 0.24% 113
2023
Q3 		$4.75M Sell
39,504
-1,602
-4% -$228K 0.32% 96
2023
Q2 		$6.88M Buy
+41,106
New +$7.34M 0.45% 80

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LMCG Investments's ENPH Position: Q2 2025 in Review

LMCG Investments sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 76,885 shares — an estimated $4.77M sold.

LMCG Investments first reported a position in ENPH in Q2 2023 and held it in 8 quarters. The position peaked at $9.17M in Q3 2024. 516 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

  • LMCG Investments reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
  • LMCG Investments sold 76,885 Enphase Energy shares in Q2 2025, an estimated $4.77M.
  • LMCG Investments first reported a position in Enphase Energy in Q2 2023 and held it in 8 quarters.
  • LMCG Investments's Enphase Energy position peaked at $9.17M in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on LMCG Investments's 13F filing for Q2 2025, filed 24 Jul 2025.