Summit Financial’s Enphase Energy ENPH Stock Holding History

Summit Financial’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	-8,186	Closed	-$508K	–	819
2025 Q1	$508K	Buy	+8,186	New	+$518K	0.01%	510

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

Summit Financial's ENPH Position: Q2 2025 in Review

Summit Financial sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 8,186 shares — an estimated $508K sold.

Summit Financial first reported a position in ENPH in Q1 2025 and held it in 1 quarter. The position peaked at $508K in Q1 2025. 516 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

Summit Financial reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
Summit Financial sold 8,186 Enphase Energy shares in Q2 2025, an estimated $508K.
Summit Financial first reported a position in Enphase Energy in Q1 2025 and held it in 1 quarter.
Summit Financial's Enphase Energy position peaked at $508K in Q1 2025.
516 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.