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AI-Squared Management’s Enphase Energy ENPH Stock Holding History

AI-Squared 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
Q4 		– Sell
-13,500
Closed -$1.53M – 27
2024
Q3 		$1.53M Sell
13,500
-5,000
-27% -$559K 0.77% 23
2024
Q2 		$1.84M Buy
+18,500
New +$2.15M 1.04% 14

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AI-Squared Management's ENPH Position: Q4 2024 in Review

AI-Squared Management sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 13,500 shares — an estimated $1.53M sold.

AI-Squared Management first reported a position in ENPH in Q2 2024 and held it in 2 quarters. The position peaked at $1.84M in Q2 2024. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • AI-Squared Management reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • AI-Squared Management sold 13,500 Enphase Energy shares in Q4 2024, an estimated $1.53M.
  • AI-Squared Management first reported a position in Enphase Energy in Q2 2024 and held it in 2 quarters.
  • AI-Squared Management's Enphase Energy position peaked at $1.84M in Q2 2024.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on AI-Squared Management's 13F filing for Q4 2024, filed 12 Feb 2025.