Nicola Wealth Management’s Enphase Energy ENPH Stock Holding History

Nicola 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
2025 Q3	–	Sell	-28,000	Closed	-$1.11M	–	81
2025 Q2	$1.11M	Buy	28,000 +5,000	+22%	+$231K	0.1%	92
2025 Q1	$1.43M	Sell	23,000 -8,000	-26%	-$506K	0.14%	91
2024 Q4	$2.13M	Buy	31,000 +11,000	+55%	+$873K	0.2%	83
2024 Q3	$2.26M	Sell	20,000 -3,000	-13%	-$335K	0.18%	81
2024 Q2	$2.29M	Sell	23,000 -2,000	-8%	-$233K	0.2%	81
2024 Q1	$3.02M	Buy	25,000 +4,000	+19%	+$467K	0.29%	78
2023 Q4	$2.77M	Sell	21,000 -10,000	-32%	-$1.06M	0.29%	80
2023 Q3	$3.72M	Buy	31,000 +7,000	+29%	+$997K	0.4%	62
2023 Q2	$4.02M	Buy	24,000 +5,500	+30%	+$983K	0.39%	64
2023 Q1	$3.89M	Buy	18,500 +2,500	+16%	+$541K	0.38%	63
2022 Q4	$4.24M	Sell	16,000 -3,000	-16%	-$873K	0.43%	67
2022 Q3	$5.27M	Sell	19,000 -1,000	-5%	-$270K	0.58%	60
2022 Q2	$3.9M	Sell	20,000 -3,000	-13%	-$542K	0.37%	76
2022 Q1	$4.64M	Buy	+23,000	New	+$3.61M	0.41%	77

Other funds holding ENPH

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

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

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

Nicola Wealth Management's ENPH Position: Q3 2025 in Review

Nicola Wealth Management sold out of Enphase Energy (ENPH) in Q3 2025, closing a stake of 28,000 shares — an estimated $1.11M sold.

Nicola Wealth Management first reported a position in ENPH in Q1 2022 and held it in 14 quarters. The position peaked at $5.27M in Q3 2022. 489 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

Nicola Wealth Management reported no remaining Enphase Energy position as of Q3 2025 after selling out during the quarter.
Nicola Wealth Management sold 28,000 Enphase Energy shares in Q3 2025, an estimated $1.11M.
Nicola Wealth Management first reported a position in Enphase Energy in Q1 2022 and held it in 14 quarters.
Nicola Wealth Management's Enphase Energy position peaked at $5.27M in Q3 2022.
489 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.