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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
2026
Q2 		$268K Buy
+5,445
New +$248K ﹤0.01% 1380
2025
Q2 		– Sell
-8,186
Closed -$508K – 819
2025
Q1 		$508K Buy
+8,186
New +$518K 0.01% 510

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 $3.37T AUM 44.26% 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

Summit Financial's ENPH Position: Q2 2026 in Review

Summit Financial opened a new position in Enphase Energy (ENPH) in Q2 2026: 5,445 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #1380 among its holdings. This is a return to the name: Summit Financial previously reported a position in ENPH as recently as Q1 2025.

Summit Financial first reported a position in ENPH in Q1 2025 and has held it in 2 quarters since. The position peaked at $508K in Q1 2025. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Summit Financial held 5,445 shares of Enphase Energy worth $268K as of Q2 2026.
  • Enphase Energy was a new Summit Financial position in Q2 2026.
  • Enphase Energy made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1380 holding.
  • Summit Financial first reported a position in Enphase Energy in Q1 2025 and has held it in 2 quarters since.
  • Summit Financial's Enphase Energy position peaked at $508K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.