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SageView Advisory Group’s Enphase Energy ENPH Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-5
Closed -$161 – 1136
2025
Q4 		$161 Buy
+5
New +$162 ﹤0.01% 2518
2023
Q4 		– Sell
-3,661
Closed -$440K – 677
2023
Q3 		$440K Buy
+3,661
New +$522K 0.03% 350

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 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

SageView Advisory Group's ENPH Position: Q1 2026 in Review

SageView Advisory Group sold out of Enphase Energy (ENPH) in Q1 2026, closing a stake of 5 shares — an estimated $161 sold.

SageView Advisory Group first reported a position in ENPH in Q3 2023 and held it in 2 quarters. The position peaked at $440K in Q3 2023. 495 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • SageView Advisory Group reported no remaining Enphase Energy position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 5 Enphase Energy shares in Q1 2026, an estimated $161.
  • SageView Advisory Group first reported a position in Enphase Energy in Q3 2023 and held it in 2 quarters.
  • SageView Advisory Group's Enphase Energy position peaked at $440K in Q3 2023.
  • 495 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.