Pinnacle Wealth Planning Services’s Enphase Energy ENPH Stock Holding History

Pinnacle Wealth Planning Services’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	$176K	Buy	3,568 +144	+4%	+$6.56K	0.02%	581
2026 Q1	$129K	Buy	3,424 +1,812	+112%	+$75.2K	0.01%	664
2025 Q4	$51.7K	Buy	+1,612	New	+$52.2K	0.01%	1175
2023 Q2	–	Sell	-964	Closed	-$203K	–	475
2023 Q1	$203K	Sell	964 -12	-1%	-$2.6K	0.03%	402
2022 Q4	$259K	Buy	976 +6	+0.6%	+$1.75K	0.05%	293
2022 Q3	$269K	Buy	+970	New	+$262K	0.05%	263
2021 Q1	–	Sell	-475	Closed	-$83K	–	831
2020 Q4	$83K	Buy	+475	New	+$60.2K	0.02%	554

Other funds holding ENPH

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's ENPH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Enphase Energy (ENPH) stake by 4.2% in Q2 2026, buying an estimated $6.56K and bringing the position to 3,568 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #581.

Pinnacle Wealth Planning Services first reported a position in ENPH in Q4 2020 and has held it in 7 quarters since. The position peaked at $269K in Q3 2022. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Pinnacle Wealth Planning Services held 3,568 shares of Enphase Energy worth $176K as of Q2 2026.
Pinnacle Wealth Planning Services bought 144 Enphase Energy shares in Q2 2026, an estimated $6.56K.
Enphase Energy made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #581 holding.
Pinnacle Wealth Planning Services first reported a position in Enphase Energy in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Enphase Energy position peaked at $269K in Q3 2022.
537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.