BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Enphase Energy ENPH Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	$19.8K	Buy	+600	New	+$23.1K	0.01%	849
2026 Q2	–	Sell	-55	Closed	-$2.08K	–	2445
2026 Q1	$2.08K	Hold	55	–	–	﹤0.01%	2081
2025 Q4	$1.76K	Hold	55	–	–	﹤0.01%	2173
2025 Q3	$1.95K	Sell	55 -18	-25%	-$669	﹤0.01%	2075
2025 Q2	$2.89K	Buy	73 +7	+11%	+$323	﹤0.01%	1934
2025 Q1	$4.1K	Buy	66 +11	+20%	+$696	﹤0.01%	1815
2024 Q4	$3.78K	Sell	55 -135	-71%	-$10.7K	﹤0.01%	1771
2024 Q3	$21.5K	Buy	+190	New	+$21.2K	﹤0.01%	1219

Other funds holding ENPH

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s ENPH Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. opened a new position in Enphase Energy (ENPH) in Q3 2026: 600 shares worth $19.8K. The stake represents 0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. previously reported a position in ENPH as recently as Q1 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in ENPH in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.5K in Q3 2024. 376 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 600 shares of Enphase Energy worth $19.8K as of Q3 2026.
Enphase Energy was a new BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. position in Q3 2026.
Enphase Energy made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #849 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Enphase Energy in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Enphase Energy position peaked at $21.5K in Q3 2024.
376 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.