Mather Group’s Enphase Energy ENPH Stock Holding History

Mather Group’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	$19.2K	Buy	582 +361	+163%	+$13.9K	﹤0.01%	1455
2026 Q2	$10.9K	Sell	221 -2	-0.9%	-$91	﹤0.01%	1481
2026 Q1	$8.43K	Buy	+223	New	+$9.26K	﹤0.01%	1484
2025 Q4	–	Sell	-1,245	Closed	-$44.1K	–	940
2025 Q3	$44.1K	Buy	+1,245	New	+$46.3K	﹤0.01%	928
2025 Q2	–	Sell	-173	Closed	-$10.7K	–	939
2025 Q1	$10.7K	Sell	173 -63	-27%	-$3.99K	﹤0.01%	1240
2024 Q4	$16.2K	Sell	236 -112	-32%	-$8.89K	﹤0.01%	1126
2024 Q3	$39.3K	Sell	348 -182	-34%	-$20.3K	﹤0.01%	924
2024 Q2	$64.1K	Buy	530 +501	+1,728%	+$58.4K	﹤0.01%	929
2024 Q1	$3.83K	Buy	+29	New	+$3.38K	﹤0.01%	1407

Other funds holding ENPH

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Mather Group's ENPH Position: Q3 2026 in Review

Mather Group increased its Enphase Energy (ENPH) stake by 163% in Q3 2026, buying an estimated $13.9K and bringing the position to 582 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Mather Group first reported a position in ENPH in Q1 2024 and has held it in 9 quarters since. The position peaked at $64.1K in Q2 2024. 71 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

Mather Group held 582 shares of Enphase Energy worth $19.2K as of Q3 2026.
Mather Group bought 361 Enphase Energy shares in Q3 2026, an estimated $13.9K.
Enphase Energy made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1455 holding.
Mather Group first reported a position in Enphase Energy in Q1 2024 and has held it in 9 quarters since.
Mather Group's Enphase Energy position peaked at $64.1K in Q2 2024.
71 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.