Baldwin Wealth Partners’s Enphase Energy ENPH Stock Holding History

Baldwin Wealth Partners’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	-115	Closed	-$13K	–	480
2024 Q3	$13K	Sell	115 -4	-3%	-$447	﹤0.01%	755
2024 Q2	$11.9K	Buy	119 +4	+3%	+$466	﹤0.01%	522
2024 Q1	$13.9K	Hold	115	–	–	﹤0.01%	527
2023 Q4	$15.2K	Hold	115	–	–	﹤0.01%	533
2023 Q3	$13.8K	Hold	115	–	–	﹤0.01%	550
2023 Q2	$19.3K	Hold	115	–	–	﹤0.01%	539
2023 Q1	$24.2K	Hold	115	–	–	﹤0.01%	525
2022 Q4	$30.5K	Hold	115	–	–	﹤0.01%	486
2022 Q3	$32K	Hold	115	–	–	﹤0.01%	386
2022 Q2	$22K	Hold	115	–	–	﹤0.01%	461
2022 Q1	$23K	Buy	+115	New	+$18.1K	﹤0.01%	465
2014 Q2	–	Sell	-7,683	Closed	-$57K	–	251
2014 Q1	$57K	Hold	7,683	–	–	0.01%	236
2013 Q4	$49K	Hold	7,683	–	–	0.01%	240
2013 Q3	$62K	Hold	7,683	–	–	0.01%	235
2013 Q2	$59K	Buy	+7,683	New	+$54.4K	0.01%	225

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 $3.37T AUM 44.26% 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

Baldwin Wealth Partners's ENPH Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 115 shares — an estimated $13K sold.

Baldwin Wealth Partners first reported a position in ENPH in Q2 2013 and held it in 15 quarters. The position peaked at $62K in Q3 2013. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Baldwin Wealth Partners reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 115 Enphase Energy shares in Q4 2024, an estimated $13K.
Baldwin Wealth Partners first reported a position in Enphase Energy in Q2 2013 and held it in 15 quarters.
Baldwin Wealth Partners's Enphase Energy position peaked at $62K in Q3 2013.
626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.