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Bison Wealth’s Enphase Energy ENPH Stock Holding History

Bison Wealth’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
-3,342
Closed -$378K – 351
2024
Q3 		$378K Sell
3,342
-396
-11% -$44.2K 0.06% 285
2024
Q2 		$452K Hold
3,738
– – 0.07% 258
2024
Q1 		$452K Sell
3,738
-2,282
-38% -$266K 0.07% 258
2023
Q4 		$795K Sell
6,020
-2,172
-27% -$230K 0.14% 158
2023
Q3 		$984K Buy
8,192
+3,102
+61% +$442K 0.19% 127
2023
Q2 		$852K Buy
5,090
+1,628
+47% +$291K 0.16% 142
2023
Q1 		$557K Buy
+3,462
New +$750K 0.17% 141

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bison Wealth's ENPH Position: Q4 2024 in Review

Bison Wealth sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 3,342 shares — an estimated $378K sold.

Bison Wealth first reported a position in ENPH in Q1 2023 and held it in 7 quarters. The position peaked at $984K in Q3 2023. 623 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Bison Wealth reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 3,342 Enphase Energy shares in Q4 2024, an estimated $378K.
  • Bison Wealth first reported a position in Enphase Energy in Q1 2023 and held it in 7 quarters.
  • Bison Wealth's Enphase Energy position peaked at $984K in Q3 2023.
  • 623 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.