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Stratos Wealth Partners’s Enphase Energy ENPH Stock Holding History

Stratos 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
Q2 		– Sell
-4,754
Closed -$295K – 1436
2025
Q1 		$295K Sell
4,754
-2,396
-34% -$152K ﹤0.01% 1104
2024
Q4 		$491K Sell
7,150
-902
-11% -$71.6K 0.01% 936
2024
Q3 		$910K Sell
8,052
-362
-4% -$40.4K 0.01% 725
2024
Q2 		$839K Buy
8,414
+250
+3% +$29.1K 0.01% 714
2024
Q1 		$988K Sell
8,164
-396
-5% -$46.2K 0.02% 653
2023
Q4 		$1.13M Sell
8,560
-1,936
-18% -$205K 0.02% 575
2023
Q3 		$1.26M Buy
10,496
+4,321
+70% +$616K 0.03% 489
2023
Q2 		$1.03M Buy
6,175
+568
+10% +$101K 0.02% 520
2023
Q1 		$1.18M Buy
5,607
+1,413
+34% +$306K 0.03% 440
2022
Q4 		$1.11M Buy
4,194
+172
+4% +$50K 0.03% 482
2022
Q3 		$1.12M Buy
4,022
+121
+3% +$32.6K 0.03% 448
2022
Q2 		$762K Sell
3,901
-108
-3% -$19.5K 0.02% 578
2022
Q1 		$809K Buy
4,009
+183
+5% +$28.8K 0.02% 628
2021
Q4 		$700K Sell
3,826
-363
-9% -$75.7K 0.02% 691
2021
Q3 		$628K Sell
4,189
-7,115
-63% -$1.22M 0.02% 674
2021
Q2 		$2.08M Buy
11,304
+2,438
+27% +$358K 0.05% 331
2021
Q1 		$1.44M Buy
8,866
+827
+10% +$148K 0.04% 400
2020
Q4 		$1.41M Sell
8,039
-1,295
-14% -$164K 0.04% 355
2020
Q3 		$771K Buy
9,334
+1,485
+19% +$99.5K 0.03% 484
2020
Q2 		$373K Sell
7,849
-8,861
-53% -$423K 0.01% 699
2020
Q1 		$540K Buy
+16,710
New +$630K 0.02% 505

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

Stratos Wealth Partners's ENPH Position: Q2 2025 in Review

Stratos Wealth Partners sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 4,754 shares — an estimated $295K sold.

Stratos Wealth Partners first reported a position in ENPH in Q1 2020 and held it in 21 quarters. The position peaked at $2.08M in Q2 2021. 518 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

  • Stratos Wealth Partners reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,754 Enphase Energy shares in Q2 2025, an estimated $295K.
  • Stratos Wealth Partners first reported a position in Enphase Energy in Q1 2020 and held it in 21 quarters.
  • Stratos Wealth Partners's Enphase Energy position peaked at $2.08M in Q2 2021.
  • 518 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Stratos Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.