McIlrath & Eck’s Enphase Energy ENPH Stock Holding History

McIlrath & Eck’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 Q3	–	Sell	-150	Closed	-$5.95K	–	951
2025 Q2	$5.95K	Hold	150	–	–	﹤0.01%	700
2025 Q1	$9.31K	Hold	150	–	–	﹤0.01%	615
2024 Q4	$10.3K	Hold	150	–	–	﹤0.01%	617
2024 Q3	$17K	Hold	150	–	–	﹤0.01%	510
2024 Q2	$15K	Hold	150	–	–	﹤0.01%	518
2024 Q1	$18.1K	Hold	150	–	–	﹤0.01%	483
2023 Q4	$19.8K	Hold	150	–	–	﹤0.01%	411
2023 Q3	$18K	Hold	150	–	–	﹤0.01%	421
2023 Q2	$25.1K	Sell	150 -1	-0.7%	-$179	0.01%	379
2023 Q1	$31.8K	Buy	151 +1	+0.7%	+$217	0.01%	327
2022 Q4	$39.7K	Hold	150	–	–	0.01%	286
2022 Q3	$42K	Hold	150	–	–	0.01%	268
2022 Q2	$29K	Hold	150	–	–	0.01%	325
2022 Q1	$30K	Hold	150	–	–	0.01%	322
2021 Q4	$27K	Hold	150	–	–	0.01%	343
2021 Q3	$22K	Hold	150	–	–	0.01%	371
2021 Q2	$28K	Hold	150	–	–	0.01%	324
2021 Q1	$24K	Hold	150	–	–	0.01%	310
2020 Q4	$26K	Hold	150	–	–	0.01%	264
2020 Q3	$12K	Buy	+150	New	+$10K	0.01%	345

Other funds holding ENPH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return