Benjamin Edwards Inc’s Enphase Energy ENPH Stock Holding History

Benjamin Edwards Inc’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	-2,064	Closed	-$233K	–	1111
2024 Q3	$233K	Sell	2,064 -1,297	-39%	-$145K	﹤0.01%	1022
2024 Q2	$335K	Buy	3,361 +93	+3%	+$10.8K	0.06%	270
2024 Q1	$395K	Buy	+3,268	New	+$381K	0.08%	249
2023 Q3	–	Sell	-21	Closed	-$4K	–	646
2023 Q2	$4K	Hold	21	–	–	﹤0.01%	617
2023 Q1	$4K	Sell	21 -394	-95%	-$85.3K	﹤0.01%	633
2022 Q4	$110K	Sell	415 -10	-2%	-$2.91K	0.03%	343
2022 Q3	$118K	Hold	425	–	–	0.04%	324
2022 Q2	$83K	Hold	425	–	–	0.02%	363
2022 Q1	$86K	Sell	425 -10	-2%	-$1.57K	0.03%	382
2021 Q4	$80K	Buy	+435	New	+$90.8K	0.03%	373

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 $3.38T AUM 44.17% 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

Benjamin Edwards Inc's ENPH Position: Q4 2024 in Review

Benjamin Edwards Inc sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,064 shares — an estimated $233K sold.

Benjamin Edwards Inc first reported a position in ENPH in Q4 2021 and held it in 10 quarters. The position peaked at $395K in Q1 2024. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Benjamin Edwards Inc reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
Benjamin Edwards Inc sold 2,064 Enphase Energy shares in Q4 2024, an estimated $233K.
Benjamin Edwards Inc first reported a position in Enphase Energy in Q4 2021 and held it in 10 quarters.
Benjamin Edwards Inc's Enphase Energy position peaked at $395K in Q1 2024.
626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Benjamin Edwards Inc's 13F filing for Q4 2024, filed 14 Feb 2025.