6F
ENPH icon

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
2023
Q3 		– Sell
-30
Closed -$320K – 110
2023
Q2 		$320K Hold
30
– – 0.2% 79
2023
Q1 		$448K Buy
+30
New +$6.5K 0.3% 61
2022
Q3 		– Sell
-30
Closed -$440K – 100
2022
Q2 		$440K Buy
+30
New +$5.42K 0.33% 56

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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. 587 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.
  • 587 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.