AIM
ENPH icon

Aquila Investment Management’s Enphase Energy ENPH Stock Holding History

Aquila Investment 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
Q2 		– Sell
-10,000
Closed -$1.21M – 67
2024
Q1 		$1.21M Hold
10,000
– – 1.03% 43
2023
Q4 		$1.32M Buy
+10,000
New +$1.06M 1.14% 40
2023
Q3 		– Sell
-10,000
Closed -$1.67M – 88
2023
Q2 		$1.67M Buy
10,000
+8,000
+400% +$1.43M 1.37% 29
2023
Q1 		$421K Hold
2,000
– – 0.35% 80
2022
Q4 		$530K Buy
+2,000
New +$582K 0.41% 82

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Aquila Investment Management's ENPH Position: Q2 2024 in Review

Aquila Investment Management sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 10,000 shares — an estimated $1.21M sold.

Aquila Investment Management first reported a position in ENPH in Q4 2022 and held it in 5 quarters. The position peaked at $1.67M in Q2 2023. 713 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • Aquila Investment Management reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • Aquila Investment Management sold 10,000 Enphase Energy shares in Q2 2024, an estimated $1.21M.
  • Aquila Investment Management first reported a position in Enphase Energy in Q4 2022 and held it in 5 quarters.
  • Aquila Investment Management's Enphase Energy position peaked at $1.67M in Q2 2023.
  • 713 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Aquila Investment Management's 13F filing for Q2 2024, filed 24 Jul 2024.