Ashburton (Jersey)’s Enphase Energy ENPH Stock Holding History

Ashburton (Jersey)’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	$912K	Buy	13,284 +2,673	+25%	+$212K	0.4%	35
2024 Q3	$1.18M	Buy	10,611 +1,242	+13%	+$139K	0.43%	24
2024 Q2	$911K	Buy	+9,369	New	+$1.09M	0.38%	23
2023 Q4	$1.65M	Buy	13,762 +4,832	+54%	+$512K	0.83%	24
2023 Q3	$1.5M	Hold	8,930	–	–	0.73%	26
2023 Q2	$1.5M	Buy	8,930 +2,957	+50%	+$528K	0.73%	26
2023 Q1	$1.26M	Buy	+5,973	New	+$1.29M	0.58%	29
2022 Q2	–	Sell	-4,002	Closed	-$787K	–	48
2022 Q1	$787K	Buy	+4,002	New	+$629K	0.31%	28

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ashburton (Jersey)'s ENPH Position: Q4 2024 in Review

Ashburton (Jersey) increased its Enphase Energy (ENPH) stake by 25% in Q4 2024, buying an estimated $212K and bringing the position to 13,284 shares worth $912K. The position accounts for 0.4% of the portfolio, ranked #35.

Ashburton (Jersey) first reported a position in ENPH in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.65M in Q4 2023. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Ashburton (Jersey) held 13,284 shares of Enphase Energy worth $912K as of Q4 2024.
Ashburton (Jersey) bought 2,673 Enphase Energy shares in Q4 2024, an estimated $212K.
Enphase Energy made up 0.4% of Ashburton (Jersey)'s portfolio in Q4 2024, its #35 holding.
Ashburton (Jersey) first reported a position in Enphase Energy in Q1 2022 and has held it in 8 quarters since.
Ashburton (Jersey)'s Enphase Energy position peaked at $1.65M in Q4 2023.
626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Ashburton (Jersey)'s 13F filing for Q4 2024, filed 13 Feb 2025.