ENPH — ENPHASE ENERGY INC

Ownership history in Bison Wealth, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in ENPHASE ENERGY INC (ENPH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.19% (2023 Q3)
Avg. % of fund
0.12%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 3,342 -396 -10.6% 0.06% $378K $113.02
2024 Q2 UNCHANGED 3,738 — 0% 0.07% $452K $99.71
2024 Q1 REDUCED 3,738 -2,282 -37.9% 0.07% $452K $120.98
2023 Q4 REDUCED 6,020 -2,172 -26.5% 0.14% $795K $132.14
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ENPH price (monthly, adj. close)

Other funds also holding ENPH

As of 2025 Q4 — sorted by position size

Greenvale Capital LLP 3Y 7Y 6.85% SORA INVESTORS LLC 3Y 2.24% REX Advisers, LLC 1.71% WESTERLY CAPITAL MANAGEMENT, LLC 3Y 7Y 1.23% Stelac Advisory Services LLC 3Y 7Y 1.2% SPHERA FUNDS MANAGEMENT LTD. 3Y 7Y 1.16% Baader Bank Aktiengesellschaft 3Y 0.82% Arosa Capital Management LP 3Y 7Y 0.81% Leibman Financial Services, Inc. 0.76% USCF Advisers LLC 0.61%
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