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BOK Financial Private Wealth’s Enphase Energy ENPH Stock Holding History

BOK Financial Private 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
2025
Q1 		– Sell
-3
Closed -$207 – 537
2024
Q4 		$207 Buy
+3
New +$238 ﹤0.01% 634
2023
Q2 		– Sell
-100
Closed -$21K – 387
2023
Q1 		$21K Buy
+100
New +$21.7K ﹤0.01% 304

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BOK Financial Private Wealth's ENPH Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 3 shares — an estimated $207 sold.

BOK Financial Private Wealth first reported a position in ENPH in Q1 2023 and held it in 2 quarters. The position peaked at $21K in Q1 2023. 587 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 3 Enphase Energy shares in Q1 2025, an estimated $207.
  • BOK Financial Private Wealth first reported a position in Enphase Energy in Q1 2023 and held it in 2 quarters.
  • BOK Financial Private Wealth's Enphase Energy position peaked at $21K in Q1 2023.
  • 587 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.