BRWA
ENPH icon

B. Riley Wealth Advisors’s Enphase Energy ENPH Stock Holding History

B. Riley Wealth 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
2024
Q4 		– Sell
-3,727
Closed -$419K – 1186
2024
Q3 		$419K Sell
3,727
-893
-19% -$99.8K 0.01% 810
2024
Q2 		$461K Buy
4,620
+646
+16% +$75.2K 0.01% 853
2024
Q1 		$477K Sell
3,974
-369
-8% -$43.1K 0.01% 815
2023
Q4 		$574K Buy
4,343
+369
+9% +$39.1K 0.02% 749
2023
Q3 		$477K Sell
3,974
-1,933
-33% -$275K 0.01% 815
2023
Q2 		$989K Sell
5,907
-132
-2% -$23.6K 0.02% 573
2023
Q1 		$1.27M Sell
6,039
-166
-3% -$36K 0.03% 471
2022
Q4 		$1.64M Sell
6,205
-65
-1% -$18.9K 0.05% 389
2022
Q3 		$1.74M Buy
6,270
+2,693
+75% +$726K 0.05% 338
2022
Q2 		$699K Sell
3,577
-625
-15% -$113K 0.03% 526
2022
Q1 		$848K Sell
4,202
-467
-10% -$73.4K 0.03% 538
2021
Q4 		$855K Sell
4,669
-36
-0.8% -$7.51K 0.02% 581
2021
Q3 		$770K Sell
4,705
-868
-16% -$149K 0.02% 610
2021
Q2 		$975K Sell
5,573
-250
-4% -$36.7K 0.03% 514
2021
Q1 		$977K Sell
5,823
-54
-0.9% -$9.69K 0.03% 487
2020
Q4 		$1.03M Buy
5,877
+765
+15% +$97K 0.06% 318
2020
Q3 		$341K Buy
+5,112
New +$342K 0.02% 673

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

B. Riley Wealth Advisors's ENPH Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 3,727 shares — an estimated $419K sold.

B. Riley Wealth Advisors first reported a position in ENPH in Q3 2020 and held it in 17 quarters. The position peaked at $1.74M in Q3 2022. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,727 Enphase Energy shares in Q4 2024, an estimated $419K.
  • B. Riley Wealth Advisors first reported a position in Enphase Energy in Q3 2020 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Enphase Energy position peaked at $1.74M in Q3 2022.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.