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AFG Fiduciary Services’s Enphase Energy ENPH Stock Holding History

AFG Fiduciary Services’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
Q4 		– Sell
-2,693
Closed -$272K – 77
2024
Q3 		$272K Sell
2,693
-1,025
-28% -$115K 0.18% 57
2024
Q2 		$389K Sell
3,718
-350
-9% -$40.8K 0.27% 49
2024
Q1 		$496K Hold
4,068
– – 0.37% 43
2023
Q4 		$472K Sell
4,068
-3,785
-48% -$401K 0.38% 48
2023
Q3 		$972K Buy
7,853
+1,088
+16% +$155K 0.86% 22
2023
Q2 		$1.2M Sell
6,765
-188
-3% -$33.6K 0.91% 22
2023
Q1 		$1.46M Buy
6,953
+792
+13% +$172K 1.35% 17
2022
Q4 		$1.63M Sell
6,161
-2,127
-26% -$619K 1.54% 17
2022
Q3 		$1.86M Buy
8,288
+1,287
+18% +$347K 1.75% 14
2022
Q2 		$1.37M Buy
7,001
+1,620
+30% +$293K 1.19% 23
2022
Q1 		$1.09M Buy
5,381
+822
+18% +$129K 0.76% 33
2021
Q4 		$834K Buy
+4,559
New +$951K 0.59% 33

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AFG Fiduciary Services's ENPH Position: Q4 2024 in Review

AFG Fiduciary Services sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,693 shares — an estimated $272K sold.

AFG Fiduciary Services first reported a position in ENPH in Q4 2021 and held it in 12 quarters. The position peaked at $1.86M in Q3 2022. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • AFG Fiduciary Services reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • AFG Fiduciary Services sold 2,693 Enphase Energy shares in Q4 2024, an estimated $272K.
  • AFG Fiduciary Services first reported a position in Enphase Energy in Q4 2021 and held it in 12 quarters.
  • AFG Fiduciary Services's Enphase Energy position peaked at $1.86M in Q3 2022.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on AFG Fiduciary Services's 13F filing for Q4 2024, filed 17 Jan 2025.