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

Apollon 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
-1,767
Closed -$233K – 1125
2023
Q4 		$233K Sell
1,767
-638
-27% -$67.7K 0.01% 941
2023
Q3 		$289K Buy
2,405
+685
+40% +$97.6K 0.01% 715
2023
Q2 		$288K Sell
1,720
-225
-12% -$40.2K 0.01% 752
2023
Q1 		$409K Sell
1,945
-20
-1% -$4.33K 0.03% 589
2022
Q4 		$521K Buy
1,965
+139
+8% +$40.4K 0.04% 498
2022
Q3 		$507K Buy
1,826
+139
+8% +$37.5K 0.04% 438
2022
Q2 		$329K Sell
1,687
-270
-14% -$48.8K 0.03% 545
2022
Q1 		$395K Buy
1,957
+252
+15% +$39.6K 0.03% 523
2021
Q4 		$312K Buy
+1,705
New +$356K 0.02% 570
2021
Q3 		– Sell
-1,125
Closed -$207K – 479
2021
Q2 		$207K Buy
+1,125
New +$165K 0.04% 345
2020
Q3 		– Sell
-400
Closed -$19K – 309
2020
Q2 		$19K Buy
+400
New +$19.1K 0.01% 377
2020
Q1 		– Sell
-15,300
Closed -$471K – 66
2019
Q4 		$471K Buy
15,300
+5,300
+53% +$121K 0.42% 40
2019
Q3 		$222K Sell
10,000
-22,500
-69% -$577K 0.23% 58
2019
Q2 		$592K Buy
32,500
+7,500
+30% +$103K 0.68% 28
2019
Q1 		$231K Sell
25,000
-3,811
-13% -$29K 0.3% 47
2018
Q4 		$208K Buy
+28,811
New +$146K 0.19% 44

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 $3.37T AUM 44.26% 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

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

Apollon Wealth Management sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 1,767 shares — an estimated $233K sold.

Apollon Wealth Management first reported a position in ENPH in Q4 2018 and held it in 16 quarters. The position peaked at $592K in Q2 2019. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Apollon Wealth Management reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 1,767 Enphase Energy shares in Q1 2024, an estimated $233K.
  • Apollon Wealth Management first reported a position in Enphase Energy in Q4 2018 and held it in 16 quarters.
  • Apollon Wealth Management's Enphase Energy position peaked at $592K in Q2 2019.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Apollon Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.