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Valued Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Valued Wealth 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 		$14K Hold
285
– – 0.01% 254
2026
Q1 		$10.8K Hold
285
– – ﹤0.01% 274
2025
Q4 		$9.13K Hold
285
– – ﹤0.01% 234
2025
Q3 		$10.1K Hold
285
– – ﹤0.01% 216
2025
Q2 		$11.3K Hold
285
– – 0.01% 203
2025
Q1 		$17.7K Buy
+285
New +$18K 0.01% 159
2024
Q4 		– Sell
-1
Closed -$114 – 657
2024
Q3 		$114 Hold
1
– – ﹤0.01% 626
2024
Q2 		$100 Hold
1
– – ﹤0.01% 596
2024
Q1 		$121 Sell
1
-10
-91% -$1.17K ﹤0.01% 585
2023
Q4 		$1.32K Buy
+11
New +$1.17K ﹤0.01% 353

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's ENPH Position: Q2 2026 in Review

Valued Wealth Advisors held its Enphase Energy (ENPH) position steady in Q2 2026 at 285 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #254.

Valued Wealth Advisors first reported a position in ENPH in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.7K in Q1 2025. 538 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Valued Wealth Advisors held 285 shares of Enphase Energy worth $14K as of Q2 2026.
  • Valued Wealth Advisors left its Enphase Energy share count unchanged in Q2 2026.
  • Enphase Energy made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #254 holding.
  • Valued Wealth Advisors first reported a position in Enphase Energy in Q4 2023 and has held it in 10 quarters since.
  • Valued Wealth Advisors's Enphase Energy position peaked at $17.7K in Q1 2025.
  • 538 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.