Sentry Investment Management’s Enphase Energy ENPH Stock Holding History

Sentry Investment Management’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 Q3	–	Sell	-375	Closed	-$15K	–	531
2025 Q2	$15K	Hold	375	–	–	0.01%	492
2025 Q1	$21K	Buy	+375	New	+$23.7K	0.01%	472
2024 Q4	–	Sell	-592	Closed	-$67K	–	467
2024 Q3	$67K	Hold	592	–	–	0.03%	406
2024 Q2	$59K	Sell	592 -121	-17%	-$14.1K	0.03%	393
2024 Q1	$86K	Hold	713	–	–	0.03%	378
2023 Q4	$94K	Sell	713 -77	-10%	-$8.17K	0.04%	350
2023 Q3	$95K	Sell	790 -101	-11%	-$14.4K	0.05%	351
2023 Q2	$149K	Hold	891	–	–	0.06%	311
2023 Q1	$187K	Sell	891 -11	-1%	-$2.38K	0.08%	263
2022 Q4	$239K	Sell	902 -21	-2%	-$6.11K	0.11%	211
2022 Q3	$256K	Hold	923	–	–	0.12%	177
2022 Q2	$180K	Sell	923 -58	-6%	-$10.5K	0.08%	249
2022 Q1	$198K	Sell	981 -165	-14%	-$25.9K	0.06%	294
2021 Q4	$210K	Hold	1,146	–	–	0.06%	318
2021 Q3	$172K	Sell	1,146 -167	-13%	-$28.7K	0.05%	347
2021 Q2	$241K	Hold	1,313	–	–	0.06%	295
2021 Q1	$213K	Sell	1,313 -910	-41%	-$163K	0.06%	303
2020 Q4	$390K	Buy	+2,223	New	+$282K	0.02%	419

Other funds holding ENPH

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Sentry Investment Management's ENPH Position: Q3 2025 in Review

Sentry Investment Management sold out of Enphase Energy (ENPH) in Q3 2025, closing a stake of 375 shares — an estimated $15K sold.

Sentry Investment Management first reported a position in ENPH in Q4 2020 and held it in 18 quarters. The position peaked at $390K in Q4 2020. 489 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

Sentry Investment Management reported no remaining Enphase Energy position as of Q3 2025 after selling out during the quarter.
Sentry Investment Management sold 375 Enphase Energy shares in Q3 2025, an estimated $15K.
Sentry Investment Management first reported a position in Enphase Energy in Q4 2020 and held it in 18 quarters.
Sentry Investment Management's Enphase Energy position peaked at $390K in Q4 2020.
489 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on Sentry Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.