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Whittier Trust’s Enphase Energy ENPH Stock Holding History

Whittier Trust’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
Q1 		– Sell
-10
Closed -$348 – 1366
2025
Q4 		$348 Sell
10
-33
-77% -$1.07K ﹤0.01% 1340
2025
Q3 		$1.58K Sell
43
-50
-54% -$1.86K ﹤0.01% 1310
2025
Q2 		$3.68K Sell
93
-1
-1% -$46 ﹤0.01% 1375
2025
Q1 		$5.83K Buy
94
+11
+13% +$696 ﹤0.01% 1299
2024
Q4 		$5.7K Sell
83
-67
-45% -$5.32K ﹤0.01% 1351
2024
Q3 		$17K Buy
150
+35
+30% +$3.91K ﹤0.01% 1154
2024
Q2 		$11.5K Buy
115
+2
+2% +$233 ﹤0.01% 1226
2024
Q1 		$13.7K Buy
113
+45
+66% +$5.25K ﹤0.01% 1216
2023
Q4 		$8.98K Sell
68
-15
-18% -$1.59K ﹤0.01% 1249
2023
Q3 		$9.97K Hold
83
– – ﹤0.01% 1259
2023
Q2 		$13.9K Hold
83
– – ﹤0.01% 1200
2023
Q1 		$17.5K Sell
83
-234
-74% -$50.7K ﹤0.01% 1183
2022
Q4 		$84K Buy
317
+15
+5% +$4.36K ﹤0.01% 855
2022
Q3 		$84K Sell
302
-15
-5% -$4.05K ﹤0.01% 841
2022
Q2 		$62K Sell
317
-258
-45% -$46.6K ﹤0.01% 916
2022
Q1 		$116K Sell
575
-857
-60% -$135K ﹤0.01% 791
2021
Q4 		$262K Hold
1,432
– – ﹤0.01% 616
2021
Q3 		$215K Buy
1,432
+552
+63% +$94.7K ﹤0.01% 624
2021
Q2 		$162K Hold
880
– – ﹤0.01% 693
2021
Q1 		$143K Hold
880
– – ﹤0.01% 702
2020
Q4 		$154K Buy
880
+132
+18% +$16.7K ﹤0.01% 639
2020
Q3 		$62K Buy
+748
New +$50.1K ﹤0.01% 792

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 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

Whittier Trust's ENPH Position: Q1 2026 in Review

Whittier Trust sold out of Enphase Energy (ENPH) in Q1 2026, closing a stake of 10 shares — an estimated $348 sold.

Whittier Trust first reported a position in ENPH in Q3 2020 and held it in 22 quarters. The position peaked at $262K in Q4 2021. 495 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Whittier Trust reported no remaining Enphase Energy position as of Q1 2026 after selling out during the quarter.
  • Whittier Trust sold 10 Enphase Energy shares in Q1 2026, an estimated $348.
  • Whittier Trust first reported a position in Enphase Energy in Q3 2020 and held it in 22 quarters.
  • Whittier Trust's Enphase Energy position peaked at $262K in Q4 2021.
  • 495 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.