Umpqua Bank’s Enphase Energy ENPH Stock Holding History

Umpqua Bank’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	-10,114	Closed	-$628K	–	166
2025 Q1	$628K	Buy	10,114 +1,600	+19%	+$101K	0.22%	96
2024 Q4	$557K	Buy	+8,514	New	+$676K	0.19%	100

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Umpqua Bank's ENPH Position: Q2 2025 in Review

Umpqua Bank sold out of Enphase Energy (ENPH) in Q2 2025, closing a stake of 10,114 shares — an estimated $628K sold.

Umpqua Bank first reported a position in ENPH in Q4 2024 and held it in 2 quarters. The position peaked at $628K in Q1 2025. 518 funds tracked by Wall St. Rank hold ENPH as of Q2 2025.

Umpqua Bank reported no remaining Enphase Energy position as of Q2 2025 after selling out during the quarter.
Umpqua Bank sold 10,114 Enphase Energy shares in Q2 2025, an estimated $628K.
Umpqua Bank first reported a position in Enphase Energy in Q4 2024 and held it in 2 quarters.
Umpqua Bank's Enphase Energy position peaked at $628K in Q1 2025.
518 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2025.

Based on Umpqua Bank's 13F filing for Q2 2025, filed 12 Aug 2025.