Wealthspire Advisors (New York)’s Enphase Energy ENPH Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-1,774	Closed	-$62.8K	–	1570
2025 Q3	$62.8K	Buy	+1,774	New	+$65.9K	﹤0.01%	1157
2024 Q2	–	Sell	-1,675	Closed	-$203K	–	674
2024 Q1	$203K	Hold	1,675	–	–	﹤0.01%	604
2023 Q4	$221K	Buy	+1,675	New	+$178K	﹤0.01%	591

Other funds holding ENPH

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealthspire Advisors (New York)'s ENPH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Enphase Energy (ENPH) in Q4 2025, closing a stake of 1,774 shares — an estimated $62.8K sold.

Wealthspire Advisors (New York) first reported a position in ENPH in Q4 2023 and held it in 3 quarters. The position peaked at $221K in Q4 2023. 473 funds tracked by Wall St. Rank hold ENPH as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Enphase Energy position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,774 Enphase Energy shares in Q4 2025, an estimated $62.8K.
Wealthspire Advisors (New York) first reported a position in Enphase Energy in Q4 2023 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Enphase Energy position peaked at $221K in Q4 2023.
473 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.