Mission Wealth Management’s Enphase Energy ENPH Stock Holding History

Mission Wealth Management’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
2022 Q2	–	Sell	-100	Closed	-$20K	–	528
2022 Q1	$20K	Buy	+100	New	+$15.7K	﹤0.01%	533

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mission Wealth Management's ENPH Position: Q2 2025 in Review

Mission Wealth Management sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 4,201 shares — an estimated $261K sold.

Mission Wealth Management first reported a position in ENPH in Q1 2022 and held it in 4 quarters. The position peaked at $292K in Q3 2022. 518 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

Mission Wealth Management reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
Mission Wealth Management sold 4,201 Enphase Energy shares in Q2 2025, an estimated $261K.
Mission Wealth Management first reported a position in Enphase Energy in Q1 2022 and held it in 4 quarters.
Mission Wealth Management's Enphase Energy position peaked at $292K in Q3 2022.
518 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Mission Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.