NIM
ENPH icon

NEOS Investment Management’s Enphase Energy ENPH Stock Holding History

NEOS Investment 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
2025
Q3 		– Sell
-8,922
Closed -$354K – 639
2025
Q2 		$354K Buy
8,922
+1,783
+25% +$82.4K ﹤0.01% 572
2025
Q1 		$443K Buy
7,139
+1,251
+21% +$79.2K 0.01% 525
2024
Q4 		$404K Buy
5,888
+1,240
+27% +$98.4K 0.01% 532
2024
Q3 		$525K Buy
4,648
+812
+21% +$90.7K 0.02% 486
2024
Q2 		$382K Buy
3,836
+996
+35% +$116K 0.02% 490
2024
Q1 		$344K Buy
2,840
+908
+47% +$106K 0.02% 462
2023
Q4 		$255K Sell
1,932
-4,290
-69% -$455K 0.02% 441
2023
Q3 		$748K Buy
+6,222
New +$886K 0.1% 178

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEOS Investment Management's ENPH Position: Q3 2025 in Review

NEOS Investment Management sold out of Enphase Energy (ENPH) in Q3 2025, closing a stake of 8,922 shares — an estimated $354K sold.

NEOS Investment Management first reported a position in ENPH in Q3 2023 and held it in 8 quarters. The position peaked at $748K in Q3 2023. 487 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

  • NEOS Investment Management reported no remaining Enphase Energy position as of Q3 2025 after selling out during the quarter.
  • NEOS Investment Management sold 8,922 Enphase Energy shares in Q3 2025, an estimated $354K.
  • NEOS Investment Management first reported a position in Enphase Energy in Q3 2023 and held it in 8 quarters.
  • NEOS Investment Management's Enphase Energy position peaked at $748K in Q3 2023.
  • 487 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on NEOS Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.