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SVB Wealth’s Enphase Energy ENPH Stock Holding History

SVB Wealth’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
-610
Closed -$37.9K – 853
2025
Q1 		$37.9K Buy
+610
New +$38.6K ﹤0.01% 603
2023
Q2 		– Sell
-1,001
Closed -$211K – 948
2023
Q1 		$211K Sell
1,001
-503
-33% -$109K ﹤0.01% 863
2022
Q4 		$399K Buy
1,504
+45
+3% +$13.1K 0.01% 626
2022
Q3 		$405K Buy
+1,459
New +$394K 0.01% 579
2022
Q2 		– Sell
-3,558
Closed -$718K – 782
2022
Q1 		$718K Sell
3,558
-523
-13% -$82.2K 0.01% 376
2021
Q4 		$746K Sell
4,081
-710
-15% -$148K 0.01% 358
2021
Q3 		$718K Buy
4,791
+169
+4% +$29K 0.01% 487
2021
Q2 		$849K Sell
4,622
-584
-11% -$85.7K 0.01% 428
2021
Q1 		$844K Sell
5,206
-291
-5% -$52.2K 0.01% 385
2020
Q4 		$965K Buy
5,497
+60
+1% +$7.61K 0.01% 337
2020
Q3 		$449K Sell
5,437
-995
-15% -$66.6K 0.01% 435
2020
Q2 		$306K Buy
+6,432
New +$307K 0.01% 453

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 $3.37T AUM 44.26% 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

SVB Wealth's ENPH Position: Q2 2025 in Review

SVB Wealth sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 610 shares — an estimated $37.9K sold.

SVB Wealth first reported a position in ENPH in Q2 2020 and held it in 12 quarters. The position peaked at $965K in Q4 2020. 518 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

  • SVB Wealth reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 610 Enphase Energy shares in Q2 2025, an estimated $37.9K.
  • SVB Wealth first reported a position in Enphase Energy in Q2 2020 and held it in 12 quarters.
  • SVB Wealth's Enphase Energy position peaked at $965K in Q4 2020.
  • 518 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.