AWM
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AE Wealth Management’s Enphase Energy ENPH Stock Holding History

AE Wealth Management’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
2024
Q1 		– Sell
-7,525
Closed -$793K – 1386
2023
Q4 		$793K Sell
7,525
-7,415
-50% -$786K ﹤0.01% 1242
2023
Q3 		$1.79M Buy
14,940
+2,921
+24% +$416K 0.01% 889
2023
Q2 		$2.01M Buy
12,019
+8,197
+214% +$1.46M 0.01% 843
2023
Q1 		$804K Sell
3,822
-3,151
-45% -$682K 0.01% 1130
2022
Q4 		$1.85M Buy
6,973
+148
+2% +$43.1K 0.01% 781
2022
Q3 		$1.89M Sell
6,825
-1,028
-13% -$277K 0.02% 718
2022
Q2 		$1.53M Buy
7,853
+3,303
+73% +$597K 0.01% 752
2022
Q1 		$918K Buy
4,550
+333
+8% +$52.3K 0.01% 946
2021
Q4 		$771K Sell
4,217
-2,412
-36% -$503K 0.01% 1061
2021
Q3 		$994K Sell
6,629
-1,353
-17% -$232K 0.01% 870
2021
Q2 		$1.47M Buy
7,982
+364
+5% +$53.4K 0.01% 723
2021
Q1 		$1.24M Sell
7,618
-1,275
-14% -$229K 0.01% 703
2020
Q4 		$1.56M Sell
8,893
-5,498
-38% -$697K 0.02% 573
2020
Q3 		$1.19M Buy
+14,391
New +$964K 0.02% 586
2020
Q2 		– Sell
-15,489
Closed -$500K – 1280
2020
Q1 		$500K Buy
+15,489
New +$584K 0.01% 679

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AE Wealth Management's ENPH Position: Q1 2024 in Review

AE Wealth Management sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 7,525 shares — an estimated $793K sold.

AE Wealth Management first reported a position in ENPH in Q1 2020 and held it in 15 quarters. The position peaked at $2.01M in Q2 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • AE Wealth Management reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 7,525 Enphase Energy shares in Q1 2024, an estimated $793K.
  • AE Wealth Management first reported a position in Enphase Energy in Q1 2020 and held it in 15 quarters.
  • AE Wealth Management's Enphase Energy position peaked at $2.01M in Q2 2023.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.