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RFG Advisory’s Enphase Energy ENPH Stock Holding History

RFG Advisory’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 		– Sell
-5,981
Closed -$226K – 1148
2026
Q1 		$226K Sell
5,981
-374
-6% -$15.5K ﹤0.01% 970
2025
Q4 		$204K Sell
6,355
-2,995
-32% -$97K ﹤0.01% 946
2025
Q3 		$331K Buy
9,350
+1,950
+26% +$72.4K 0.01% 790
2025
Q2 		$293K Buy
7,400
+1,890
+34% +$87.3K 0.01% 783
2025
Q1 		$342K Buy
+5,510
New +$349K 0.01% 682
2023
Q2 		– Sell
-1,163
Closed -$245K – 639
2023
Q1 		$245K Sell
1,163
-712
-38% -$154K 0.01% 559
2022
Q4 		$418K Sell
1,875
-169
-8% -$49.2K 0.02% 445
2022
Q3 		$572K Sell
2,044
-438
-18% -$118K 0.03% 346
2022
Q2 		$747K Sell
2,482
-130
-5% -$23.5K 0.04% 280
2022
Q1 		$527K Buy
2,612
+371
+17% +$58.3K 0.03% 309
2021
Q4 		$410K Buy
2,241
+451
+25% +$94.1K 0.03% 336
2021
Q3 		$268K Buy
+1,790
New +$307K 0.02% 370

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

RFG Advisory's ENPH Position: Q2 2026 in Review

RFG Advisory sold out of Enphase Energy (ENPH) in Q2 2026, closing a stake of 5,981 shares — an estimated $226K sold.

RFG Advisory first reported a position in ENPH in Q3 2021 and held it in 12 quarters. The position peaked at $747K in Q2 2022. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • RFG Advisory reported no remaining Enphase Energy position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 5,981 Enphase Energy shares in Q2 2026, an estimated $226K.
  • RFG Advisory first reported a position in Enphase Energy in Q3 2021 and held it in 12 quarters.
  • RFG Advisory's Enphase Energy position peaked at $747K in Q2 2022.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.