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United Capital Financial Advisors’s Enphase Energy ENPH Stock Holding History

United Capital Financial Advisors’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 		$369K Sell
7,486
-858
-10% -$39.1K ﹤0.01% 1274
2026
Q1 		$316K Buy
+8,344
New +$346K ﹤0.01% 1323
2024
Q4 		– Sell
-2,072
Closed -$234K – 1075
2024
Q3 		$234K Sell
2,072
-956
-32% -$107K ﹤0.01% 955
2024
Q2 		$302K Buy
3,028
+586
+24% +$68.3K ﹤0.01% 848
2024
Q1 		$295K Buy
2,442
+743
+44% +$86.7K ﹤0.01% 881
2023
Q4 		$225K Buy
+1,699
New +$180K ﹤0.01% 967

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

United Capital Financial Advisors's ENPH Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Enphase Energy (ENPH) stake by 10% in Q2 2026, selling an estimated $39.1K and leaving 7,486 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

United Capital Financial Advisors first reported a position in ENPH in Q4 2023 and has held it in 6 quarters since. 535 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • United Capital Financial Advisors held 7,486 shares of Enphase Energy worth $369K as of Q2 2026.
  • United Capital Financial Advisors sold 858 Enphase Energy shares in Q2 2026, an estimated $39.1K.
  • Enphase Energy made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1274 holding.
  • United Capital Financial Advisors first reported a position in Enphase Energy in Q4 2023 and has held it in 6 quarters since.
  • 535 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.