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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LVW Advisors's ENPH Position: Q2 2026 in Review

LVW Advisors opened a new position in Enphase Energy (ENPH) in Q2 2026: 5,064 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #388 among its holdings. This is a return to the name: LVW Advisors previously reported a position in ENPH as recently as Q3 2022.

LVW Advisors first reported a position in ENPH in Q4 2021 and has held it in 5 quarters since. The position peaked at $269K in Q3 2022. 536 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • LVW Advisors held 5,064 shares of Enphase Energy worth $249K as of Q2 2026.
  • Enphase Energy was a new LVW Advisors position in Q2 2026.
  • Enphase Energy made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #388 holding.
  • LVW Advisors first reported a position in Enphase Energy in Q4 2021 and has held it in 5 quarters since.
  • LVW Advisors's Enphase Energy position peaked at $269K in Q3 2022.
  • 536 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.