NWS
ENPH icon

Nvest Wealth Strategies’s Enphase Energy ENPH Stock Holding History

Nvest Wealth Strategies’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
2026
Q2 		$13.9K Hold
282
– – 0.01% 103
2026
Q1 		$10.7K Hold
282
– – 0.01% 113
2025
Q4 		$9.04K Buy
+282
New +$9.13K 0.01% 122

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nvest Wealth Strategies's ENPH Position: Q2 2026 in Review

Nvest Wealth Strategies held its Enphase Energy (ENPH) position steady in Q2 2026 at 282 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #103.

Nvest Wealth Strategies first reported a position in ENPH in Q4 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Nvest Wealth Strategies held 282 shares of Enphase Energy worth $13.9K as of Q2 2026.
  • Nvest Wealth Strategies left its Enphase Energy share count unchanged in Q2 2026.
  • Enphase Energy made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #103 holding.
  • Nvest Wealth Strategies first reported a position in Enphase Energy in Q4 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.