Sierra Ocean’s Enphase Energy ENPH Stock Holding History

Sierra Ocean’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	-18	Closed	-$714	–	331
2025 Q2	$714	Sell	18 -42	-70%	-$1.94K	﹤0.01%	978
2025 Q1	$3.72K	Buy	60 +17	+40%	+$1.08K	﹤0.01%	641
2024 Q4	$2.95K	Buy	+43	New	+$3.41K	﹤0.01%	692

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Sierra Ocean's ENPH Position: Q3 2025 in Review

Sierra Ocean sold out of Enphase Energy (ENPH) in Q3 2025, closing a stake of 18 shares — an estimated $714 sold.

Sierra Ocean first reported a position in ENPH in Q4 2024 and held it in 3 quarters. The position peaked at $3.72K in Q1 2025. 487 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

Sierra Ocean reported no remaining Enphase Energy position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 18 Enphase Energy shares in Q3 2025, an estimated $714.
Sierra Ocean first reported a position in Enphase Energy in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Enphase Energy position peaked at $3.72K in Q1 2025.
487 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.