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Strategic Wealth Partners’s Enphase Energy ENPH Stock Holding History

Strategic Wealth 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
Q3 		– Sell
-290
Closed -$11.5K – 1336
2025
Q2 		$11.5K Buy
+290
New +$13.4K ﹤0.01% 761

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Partners's ENPH Position: Q3 2025 in Review

Strategic Wealth Partners sold out of Enphase Energy (ENPH) in Q3 2025, closing a stake of 290 shares — an estimated $11.5K sold.

Strategic Wealth Partners first reported a position in ENPH in Q2 2025 and held it in 1 quarter. The position peaked at $11.5K in Q2 2025. 487 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

  • Strategic Wealth Partners reported no remaining Enphase Energy position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 290 Enphase Energy shares in Q3 2025, an estimated $11.5K.
  • Strategic Wealth Partners first reported a position in Enphase Energy in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's Enphase Energy position peaked at $11.5K in Q2 2025.
  • 487 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.