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Merit Financial Group’s Enphase Energy ENPH Stock Holding History

Merit Financial 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
2025
Q2 		– Sell
-3,373
Closed -$209K – 1715
2025
Q1 		$209K Buy
+3,373
New +$213K ﹤0.01% 1278
2023
Q1 		– Sell
-953
Closed -$253K – 658
2022
Q4 		$253K Buy
+953
New +$277K 0.01% 580

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Merit Financial Group's ENPH Position: Q2 2025 in Review

Merit Financial Group sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 3,373 shares — an estimated $209K sold.

Merit Financial Group first reported a position in ENPH in Q4 2022 and held it in 2 quarters. The position peaked at $253K in Q4 2022. 516 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

  • Merit Financial Group reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
  • Merit Financial Group sold 3,373 Enphase Energy shares in Q2 2025, an estimated $209K.
  • Merit Financial Group first reported a position in Enphase Energy in Q4 2022 and held it in 2 quarters.
  • Merit Financial Group's Enphase Energy position peaked at $253K in Q4 2022.
  • 516 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Merit Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.