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Stamos Capital Partners’s Enphase Energy ENPH Stock Holding History

Stamos Capital Partners’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
Q2 		– Sell
-6,531
Closed -$405K – 141
2025
Q1 		$405K Sell
6,531
-14,949
-70% -$946K 0.11% 130
2024
Q4 		$1.48M Buy
21,480
+8,830
+70% +$701K 0.35% 91
2024
Q3 		$1.43M Sell
12,650
-5,080
-29% -$568K 0.34% 76
2024
Q2 		$1.77M Buy
17,730
+7,280
+70% +$848K 0.38% 69
2024
Q1 		$1.26M Buy
10,450
+6,790
+186% +$792K 0.29% 72
2023
Q4 		$484K Sell
3,660
-20,920
-85% -$2.22M 0.13% 115
2023
Q3 		$2.95M Buy
24,580
+15,280
+164% +$2.18M 0.66% 45
2023
Q2 		$1.56M Buy
+9,300
New +$1.66M 0.36% 74
2023
Q1 		– Sell
-1,880
Closed -$498K – 114
2022
Q4 		$498K Buy
1,880
+60
+3% +$17.5K 0.16% 110
2022
Q3 		$505K Buy
1,820
+320
+21% +$86.3K 0.13% 137
2022
Q2 		$293K Hold
1,500
– – 0.09% 96
2022
Q1 		$303K Buy
+1,500
New +$236K 0.1% 87

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Stamos Capital Partners's ENPH Position: Q2 2025 in Review

Stamos Capital Partners sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 6,531 shares — an estimated $405K sold.

Stamos Capital Partners first reported a position in ENPH in Q1 2022 and held it in 12 quarters. The position peaked at $2.95M in Q3 2023. 518 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

  • Stamos Capital Partners reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
  • Stamos Capital Partners sold 6,531 Enphase Energy shares in Q2 2025, an estimated $405K.
  • Stamos Capital Partners first reported a position in Enphase Energy in Q1 2022 and held it in 12 quarters.
  • Stamos Capital Partners's Enphase Energy position peaked at $2.95M in Q3 2023.
  • 518 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Stamos Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.