Aviva

Aviva’s Enphase Energy ENPH Stock Holding History

Aviva’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	-82,582	Closed	-$5.67M	–	860
2024 Q4	$5.67M	Sell	82,582 -46,879	-36%	-$3.72M	0.01%	521
2024 Q3	$14.6M	Buy	129,461 +2,711	+2%	+$303K	0.04%	384
2024 Q2	$12.6M	Buy	126,750 +5,889	+5%	+$686K	0.04%	412
2024 Q1	$14.6M	Buy	120,861 +25,745	+27%	+$3M	0.05%	400
2023 Q4	$12.6M	Buy	95,116 +26,924	+39%	+$2.86M	0.05%	418
2023 Q3	$8.19M	Sell	68,192 -21,503	-24%	-$3.06M	0.03%	440
2023 Q2	$15M	Sell	89,695 -26,611	-23%	-$4.75M	0.06%	369
2023 Q1	$24.5M	Buy	116,306 +67,499	+138%	+$14.6M	0.11%	269
2022 Q4	$12.9M	Buy	48,807 +29,992	+159%	+$8.73M	0.06%	400
2022 Q3	$5.22M	Buy	18,815 +341	+2%	+$92K	0.03%	566
2022 Q2	$3.61M	Sell	18,474 -5,763	-24%	-$1.04M	0.02%	652
2022 Q1	$4.89M	Sell	24,237 -15,705	-39%	-$2.47M	0.02%	598
2021 Q4	$7.31M	Sell	39,942 -405	-1%	-$84.5K	0.03%	483
2021 Q3	$6.05M	Sell	40,347 -2,098	-5%	-$360K	0.03%	527
2021 Q2	$7.79M	Buy	42,445 +7,522	+22%	+$1.1M	0.03%	458
2021 Q1	$5.66M	Buy	+34,923	New	+$6.27M	0.03%	497

Other funds holding ENPH

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

BlackRock New York $5.7T 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

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

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

Nordea Investment Management

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 $564B AUM 30.12% 1-Year Est. Return