LVW Advisors
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LVW Advisors’s Enphase Energy ENPH Stock Holding History

LVW Advisors’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 		$315K Buy
9,554
+4,490
+89% +$173K 0.03% 354
2026
Q2 		$249K Buy
+5,064
New +$231K 0.02% 388
2022
Q4 		– Sell
-968
Closed -$269K – 234
2022
Q3 		$269K Sell
968
-291
-23% -$78.5K 0.06% 185
2022
Q2 		$246K Sell
1,259
-12
-0.9% -$2.17K 0.05% 204
2022
Q1 		$256K Buy
1,271
+100
+9% +$15.7K 0.04% 209
2021
Q4 		$214K Buy
+1,171
New +$244K 0.04% 229

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
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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

LVW Advisors's ENPH Position: Q3 2026 in Review

LVW Advisors increased its Enphase Energy (ENPH) stake by 89% in Q3 2026, buying an estimated $173K and bringing the position to 9,554 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #354.

LVW Advisors first reported a position in ENPH in Q4 2021 and has held it in 6 quarters since. 210 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

  • LVW Advisors held 9,554 shares of Enphase Energy worth $315K as of Q3 2026.
  • LVW Advisors bought 4,490 Enphase Energy shares in Q3 2026, an estimated $173K.
  • Enphase Energy made up 0.03% of LVW Advisors's portfolio in Q3 2026, its #354 holding.
  • LVW Advisors first reported a position in Enphase Energy in Q4 2021 and has held it in 6 quarters since.
  • 210 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.