Aptus Capital Advisors’s Enphase Energy ENPH Stock Holding History

Aptus Capital Advisors’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
2025 Q1	–	Sell	-3,107	Closed	-$213K	–	1453
2024 Q4	$213K	Buy	+3,107	New	+$247K	﹤0.01%	875

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aptus Capital Advisors's ENPH Position: Q1 2025 in Review

Aptus Capital Advisors sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 3,107 shares — an estimated $213K sold.

Aptus Capital Advisors first reported a position in ENPH in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 587 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

Aptus Capital Advisors reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
Aptus Capital Advisors sold 3,107 Enphase Energy shares in Q1 2025, an estimated $213K.
Aptus Capital Advisors first reported a position in Enphase Energy in Q4 2024 and held it in 1 quarter.
Aptus Capital Advisors's Enphase Energy position peaked at $213K in Q4 2024.
587 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Aptus Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.