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Barrett & Company’s Enphase Energy ENPH Stock Holding History

Barrett & Company’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
-25
Closed -$2.83K – 612
2024
Q3 		$2.83K Hold
25
– – ﹤0.01% 519
2024
Q2 		$2.49K Hold
25
– – ﹤0.01% 530
2024
Q1 		$3.02K Hold
25
– – ﹤0.01% 525
2023
Q4 		$3.3K Buy
+25
New +$2.65K ﹤0.01% 504

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

Barrett & Company's ENPH Position: Q4 2024 in Review

Barrett & Company sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 25 shares — an estimated $2.83K sold.

Barrett & Company first reported a position in ENPH in Q4 2023 and held it in 4 quarters. The position peaked at $3.3K in Q4 2023. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Barrett & Company reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Barrett & Company sold 25 Enphase Energy shares in Q4 2024, an estimated $2.83K.
  • Barrett & Company first reported a position in Enphase Energy in Q4 2023 and held it in 4 quarters.
  • Barrett & Company's Enphase Energy position peaked at $3.3K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Barrett & Company's 13F filing for Q4 2024, filed 28 Jan 2025.