LRI Investments’s Enphase Energy ENPH Stock Holding History

LRI 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
2026 Q2	–	Sell	-58	Closed	-$2.19K	–	1970
2026 Q1	$2.19K	Buy	+58	New	+$2.41K	﹤0.01%	1251

Other funds holding ENPH

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LRI Investments's ENPH Position: Q2 2026 in Review

LRI Investments sold out of Enphase Energy (ENPH) in Q2 2026, closing a stake of 58 shares — an estimated $2.19K sold.

LRI Investments first reported a position in ENPH in Q1 2026 and held it in 1 quarter. The position peaked at $2.19K in Q1 2026. 260 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

LRI Investments reported no remaining Enphase Energy position as of Q2 2026 after selling out during the quarter.
LRI Investments sold 58 Enphase Energy shares in Q2 2026, an estimated $2.19K.
LRI Investments first reported a position in Enphase Energy in Q1 2026 and held it in 1 quarter.
LRI Investments's Enphase Energy position peaked at $2.19K in Q1 2026.
260 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.