Private Wealth Management Group’s Enphase Energy ENPH Stock Holding History

Private Wealth Management Group’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 Q4	–	Sell	-19	Closed	-$673	–	1491
2025 Q3	$673	Buy	+19	New	+$706	﹤0.01%	1374

Other funds holding ENPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Private Wealth Management Group's ENPH Position: Q4 2025 in Review

Private Wealth Management Group sold out of Enphase Energy (ENPH) in Q4 2025, closing a stake of 19 shares — an estimated $673 sold.

Private Wealth Management Group first reported a position in ENPH in Q3 2025 and held it in 1 quarter. The position peaked at $673 in Q3 2025. 472 funds tracked by Wall St. Rank hold ENPH as of Q4 2025.

Private Wealth Management Group reported no remaining Enphase Energy position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 19 Enphase Energy shares in Q4 2025, an estimated $673.
Private Wealth Management Group first reported a position in Enphase Energy in Q3 2025 and held it in 1 quarter.
Private Wealth Management Group's Enphase Energy position peaked at $673 in Q3 2025.
472 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.