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West Financial Advisors’s Enphase Energy ENPH Stock Holding History

West 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 		$1.58K Buy
+32
New +$1.46K ﹤0.01% 175
2023
Q2 		– Sell
-22
Closed -$4.63K – 190
2023
Q1 		$4.63K Buy
+22
New +$4.76K ﹤0.01% 128

Other funds holding ENPH

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

West Financial Advisors's ENPH Position: Q2 2026 in Review

West Financial Advisors opened a new position in Enphase Energy (ENPH) in Q2 2026: 32 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #175 among its holdings. This is a return to the name: West Financial Advisors previously reported a position in ENPH as recently as Q1 2023.

West Financial Advisors first reported a position in ENPH in Q1 2023 and has held it in 2 quarters since. The position peaked at $4.63K in Q1 2023. 73 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • West Financial Advisors held 32 shares of Enphase Energy worth $1.58K as of Q2 2026.
  • Enphase Energy was a new West Financial Advisors position in Q2 2026.
  • Enphase Energy made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #175 holding.
  • West Financial Advisors first reported a position in Enphase Energy in Q1 2023 and has held it in 2 quarters since.
  • West Financial Advisors's Enphase Energy position peaked at $4.63K in Q1 2023.
  • 73 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.