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Steward Partners Investment Advisory’s Enphase Energy ENPH Stock Holding History

Steward Partners Investment 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 		$183K Buy
3,712
+1,166
+46% +$53.1K ﹤0.01% 2275
2026
Q1 		$96.3K Sell
2,546
-1,104
-30% -$45.8K ﹤0.01% 2387
2025
Q4 		$117K Sell
3,650
-440
-11% -$14.3K ﹤0.01% 2215
2025
Q3 		$145K Buy
4,090
+650
+19% +$24.1K ﹤0.01% 2033
2025
Q2 		$136K Sell
3,440
-11,670
-77% -$539K ﹤0.01% 1939
2025
Q1 		$938K Sell
15,110
-450
-3% -$28.5K 0.01% 948
2024
Q4 		$1.07M Buy
15,560
+6,992
+82% +$555K 0.01% 850
2024
Q3 		$968K Sell
8,568
-1,836
-18% -$205K 0.01% 873
2024
Q2 		$1.04M Buy
10,404
+482
+5% +$56.1K 0.01% 802
2024
Q1 		$1.2M Sell
9,922
-2,420
-20% -$282K 0.01% 731
2023
Q4 		$1.63M Buy
12,342
+2,721
+28% +$289K 0.02% 562
2023
Q3 		$1.16M Buy
9,621
+4,460
+86% +$635K 0.02% 631
2023
Q2 		$864K Buy
5,161
+749
+17% +$134K 0.01% 735
2023
Q1 		$928K Buy
4,412
+1,718
+64% +$372K 0.01% 721
2022
Q4 		$714K Buy
2,694
+191
+8% +$55.6K 0.01% 777
2022
Q3 		$695K Sell
2,503
-315
-11% -$85K 0.01% 749
2022
Q2 		$550K Sell
2,818
-97
-3% -$17.5K 0.01% 822
2022
Q1 		$588K Sell
2,915
-877
-23% -$138K 0.01% 868
2021
Q4 		$694K Buy
3,792
+460
+14% +$96K 0.01% 828
2021
Q3 		$500K Buy
3,332
+48
+1% +$8.24K 0.01% 907
2021
Q2 		$603K Buy
3,284
+268
+9% +$39.3K 0.01% 863
2021
Q1 		$489K Sell
3,016
-16
-0.5% -$2.87K 0.01% 899
2020
Q4 		$532K Sell
3,032
-78
-3% -$9.89K 0.01% 743
2020
Q3 		$257K Hold
3,110
– – 0.01% 860
2020
Q2 		$148K Buy
3,110
+40
+1% +$1.91K ﹤0.01% 983
2020
Q1 		$99K Sell
3,070
-5
-0.2% -$188 ﹤0.01% 997
2019
Q4 		$80K Buy
3,075
+1,505
+96% +$34.3K ﹤0.01% 1211
2019
Q3 		$34K Sell
1,570
-1,430
-48% -$36.6K ﹤0.01% 1518
2019
Q2 		$54K Buy
+3,000
New +$41.3K ﹤0.01% 1304

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's ENPH Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Enphase Energy (ENPH) stake by 46% in Q2 2026, buying an estimated $53.1K and bringing the position to 3,712 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Steward Partners Investment Advisory first reported a position in ENPH in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.63M in Q4 2023. 538 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Steward Partners Investment Advisory held 3,712 shares of Enphase Energy worth $183K as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,166 Enphase Energy shares in Q2 2026, an estimated $53.1K.
  • Enphase Energy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2275 holding.
  • Steward Partners Investment Advisory first reported a position in Enphase Energy in Q2 2019 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's Enphase Energy position peaked at $1.63M in Q4 2023.
  • 538 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.