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Optimum Investment Advisors’s Enphase Energy ENPH Stock Holding History

Optimum Investment Advisors’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 		$3.54K Hold
100
– – ﹤0.01% 562
2025
Q2 		$3.96K Sell
100
-800
-89% -$37K ﹤0.01% 562
2025
Q1 		$55.8K Hold
900
– – 0.03% 323
2024
Q4 		$61.8K Sell
900
-50
-5% -$3.97K 0.03% 315
2024
Q3 		$107K Hold
950
– – 0.05% 263
2024
Q2 		$94.7K Buy
950
+800
+533% +$93.2K 0.04% 275
2024
Q1 		$18.1K Hold
150
– – 0.01% 466
2023
Q4 		$19.8K Sell
150
-150
-50% -$15.9K 0.01% 447
2023
Q3 		$36K Sell
300
-950
-76% -$135K 0.02% 407
2023
Q2 		$209K Hold
1,250
– – 0.1% 180
2023
Q1 		$263K Buy
1,250
+150
+14% +$32.5K 0.14% 148
2022
Q4 		$291K Sell
1,100
-50
-4% -$14.5K 0.16% 147
2022
Q3 		$319K Buy
1,150
+175
+18% +$47.2K 0.17% 130
2022
Q2 		$190K Sell
975
-150
-13% -$27.1K 0.1% 188
2022
Q1 		$227K Buy
1,125
+525
+88% +$82.5K 0.1% 187
2021
Q4 		$110K Hold
600
– – 0.04% 322
2021
Q3 		$90K Hold
600
– – 0.04% 347
2021
Q2 		$110K Buy
600
+100
+20% +$14.7K 0.03% 363
2021
Q1 		$81K Hold
500
– – 0.02% 411
2020
Q4 		$88K Hold
500
– – 0.03% 371
2020
Q3 		$41K Buy
+500
New +$33.5K 0.01% 474

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

Optimum Investment Advisors's ENPH Position: Q3 2025 in Review

Optimum Investment Advisors held its Enphase Energy (ENPH) position steady in Q3 2025 at 100 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Optimum Investment Advisors first reported a position in ENPH in Q3 2020 and has held it in 21 quarters since. The position peaked at $319K in Q3 2022. 488 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

  • Optimum Investment Advisors held 100 shares of Enphase Energy worth $3.54K as of Q3 2025.
  • Optimum Investment Advisors left its Enphase Energy share count unchanged in Q3 2025.
  • Enphase Energy made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #562 holding.
  • Optimum Investment Advisors first reported a position in Enphase Energy in Q3 2020 and has held it in 21 quarters since.
  • Optimum Investment Advisors's Enphase Energy position peaked at $319K in Q3 2022.
  • 488 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.