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Axiom Advisory’s Enphase Energy ENPH Stock Holding History

Axiom Advisory’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
Q3 		$3.41M Buy
+30,100
New +$3.36M 0.03% 77

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

Axiom Advisory's ENPH Position: Q3 2024 in Review

Axiom Advisory opened a new position in Enphase Energy (ENPH) in Q3 2024: 30,100 shares worth $3.41M. The stake represents 0.03% of the portfolio and ranks #77 among its holdings.

729 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Axiom Advisory held 30,100 shares of Enphase Energy worth $3.41M as of Q3 2024.
  • Enphase Energy was a new Axiom Advisory position in Q3 2024.
  • Enphase Energy made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #77 holding.
  • 729 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.