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Pension & Wealth Management Advisors’s Enphase Energy ENPH Stock Holding History

Pension & Wealth Management 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
2026
Q2 		$54.2K Hold
1,100
– – 0.01% 312
2026
Q1 		$41.6K Hold
1,100
– – 0.01% 314
2025
Q4 		$35.3K Hold
1,100
– – 0.01% 342
2025
Q3 		$38.9K Hold
1,100
– – 0.01% 298
2025
Q2 		$43.6K Sell
1,100
-66
-6% -$3.05K 0.01% 274
2025
Q1 		$72.4K Hold
1,166
– – 0.03% 226
2024
Q4 		$80.1K Buy
1,166
+66
+6% +$5.24K 0.03% 206
2024
Q3 		$124K Hold
1,100
– – 0.06% 138
2024
Q2 		$110K Hold
1,100
– – 0.06% 140
2024
Q1 		$133K Hold
1,100
– – 0.09% 121
2023
Q4 		$145K Hold
1,100
– – 0.09% 120
2023
Q3 		$132K Hold
1,100
– – 0.1% 110
2023
Q2 		$184K Hold
1,100
– – 0.14% 84
2023
Q1 		$231K Hold
1,100
– – 0.18% 69
2022
Q4 		$291K Buy
+1,100
New +$320K 0.25% 55

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pension & Wealth Management Advisors's ENPH Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Enphase Energy (ENPH) position steady in Q2 2026 at 1,100 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #312.

Pension & Wealth Management Advisors first reported a position in ENPH in Q4 2022 and has held it in 15 quarters since. The position peaked at $291K in Q4 2022. 487 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Pension & Wealth Management Advisors held 1,100 shares of Enphase Energy worth $54.2K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Enphase Energy share count unchanged in Q2 2026.
  • Enphase Energy made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #312 holding.
  • Pension & Wealth Management Advisors first reported a position in Enphase Energy in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's Enphase Energy position peaked at $291K in Q4 2022.
  • 487 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.