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Bradley Foster & Sargent’s Enphase Energy ENPH Stock Holding History

Bradley Foster & Sargent’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
-2,519
Closed -$285K – 470
2024
Q3 		$285K Buy
+2,519
New +$281K ﹤0.01% 417
2024
Q2 		– Sell
-3,857
Closed -$467K – 453
2024
Q1 		$467K Sell
3,857
-1,671
-30% -$195K 0.01% 354
2023
Q4 		$730K Sell
5,528
-6,373
-54% -$676K 0.01% 308
2023
Q3 		$1.99M Hold
11,901
– – 0.04% 207
2023
Q2 		$1.99M Buy
11,901
+506
+4% +$90.4K 0.04% 207
2023
Q1 		$2.4M Buy
11,395
+3,261
+40% +$706K 0.06% 178
2022
Q4 		$2.16M Buy
8,134
+426
+6% +$124K 0.05% 179
2022
Q3 		$2.14M Sell
7,708
-262
-3% -$70.7K 0.06% 169
2022
Q2 		$1.56M Sell
7,970
-471
-6% -$85.1K 0.04% 201
2022
Q1 		$1.7M Buy
8,441
+1,147
+16% +$180K 0.04% 218
2021
Q4 		$1.33M Buy
7,294
+703
+11% +$147K 0.03% 225
2021
Q3 		$988K Sell
6,591
-8
-0.1% -$1.37K 0.02% 232
2021
Q2 		$1.21M Sell
6,599
-34
-0.5% -$4.99K 0.03% 218
2021
Q1 		$1.08M Buy
6,633
+5,040
+316% +$905K 0.03% 221
2020
Q4 		$280K Buy
+1,593
New +$202K 0.01% 342

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 $3.38T AUM 44.17% 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

Bradley Foster & Sargent's ENPH Position: Q4 2024 in Review

Bradley Foster & Sargent sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,519 shares — an estimated $285K sold.

Bradley Foster & Sargent first reported a position in ENPH in Q4 2020 and held it in 15 quarters. The position peaked at $2.4M in Q1 2023. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Bradley Foster & Sargent reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Bradley Foster & Sargent sold 2,519 Enphase Energy shares in Q4 2024, an estimated $285K.
  • Bradley Foster & Sargent first reported a position in Enphase Energy in Q4 2020 and held it in 15 quarters.
  • Bradley Foster & Sargent's Enphase Energy position peaked at $2.4M in Q1 2023.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Bradley Foster & Sargent's 13F filing for Q4 2024, filed 3 Feb 2025.