626 Financial’s Enphase Energy ENPH Stock Holding History

626 Financial’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 Q1	–	Sell	-3,000	Closed	-$206K	–	110
2024 Q4	$206K	Hold	3,000	–	–	0.11%	104
2024 Q3	$339K	Sell	3,000 -309	-9%	-$34.5K	0.19%	85
2024 Q2	$330K	Hold	3,309	–	–	0.19%	82
2024 Q1	$400K	Hold	3,309	–	–	0.24%	70
2023 Q4	$437K	Hold	3,309	–	–	0.29%	65
2023 Q3	$398K	Hold	3,309	–	–	0.27%	63
2023 Q2	$554K	Sell	3,309 -174	-5%	-$31.1K	0.35%	53
2023 Q1	$732K	Hold	3,483	–	–	0.49%	46
2022 Q4	$923K	Hold	3,483	–	–	0.64%	37
2022 Q3	$966K	Sell	3,483 -1,300	-27%	-$351K	0.78%	29
2022 Q2	$933K	Hold	4,783	–	–	0.71%	28
2022 Q1	$965K	Buy	4,783 +287	+6%	+$45.1K	0.62%	33
2021 Q4	$822K	Buy	+4,496	New	+$938K	0.5%	37
2021 Q1	$965K	Buy	+4,783	New	+$859K	0.62%	33

Other funds holding ENPH

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

626 Financial's ENPH Position: Q1 2025 in Review

626 Financial sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 3,000 shares — an estimated $206K sold.

626 Financial first reported a position in ENPH in Q1 2021 and held it in 14 quarters. The position peaked at $966K in Q3 2022. 590 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

626 Financial reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
626 Financial sold 3,000 Enphase Energy shares in Q1 2025, an estimated $206K.
626 Financial first reported a position in Enphase Energy in Q1 2021 and held it in 14 quarters.
626 Financial's Enphase Energy position peaked at $966K in Q3 2022.
590 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on 626 Financial's 13F filing for Q1 2025, filed 11 Apr 2025.