Brown Advisory
ENPH icon

Brown Advisory’s Enphase Energy ENPH Stock Holding History

Brown Advisory’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
-7,072
Closed -$799K – 1346
2024
Q3 		$799K Buy
7,072
+117
+2% +$13.1K ﹤0.01% 841
2024
Q2 		$693K Sell
6,955
-328
-5% -$38.2K ﹤0.01% 856
2024
Q1 		$881K Sell
7,283
-172
-2% -$20.1K ﹤0.01% 809
2023
Q4 		$985K Sell
7,455
-1,306
-15% -$139K ﹤0.01% 772
2023
Q3 		$1.05M Sell
8,761
-448
-5% -$63.8K ﹤0.01% 736
2023
Q2 		$1.54M Sell
9,209
-935
-9% -$167K ﹤0.01% 663
2023
Q1 		$2.13M Sell
10,144
-843,584
-99% -$183M ﹤0.01% 602
2022
Q4 		$226M Sell
853,728
-130,387
-13% -$37.9M 0.42% 60
2022
Q3 		$273M Sell
984,115
-417,361
-30% -$113M 0.53% 51
2022
Q2 		$274M Sell
1,401,476
-106,290
-7% -$19.2M 0.51% 50
2022
Q1 		$304M Buy
1,507,766
+279,950
+23% +$44M 0.45% 55
2021
Q4 		$225M Buy
1,227,816
+438,989
+56% +$91.6M 0.28% 78
2021
Q3 		$118M Buy
788,827
+786,347
+31,708% +$135M 0.17% 107
2021
Q2 		$455K Buy
2,480
+366
+17% +$53.7K ﹤0.01% 858
2021
Q1 		$343K Buy
2,114
+6
+0.3% +$1.08K ﹤0.01% 916
2020
Q4 		$370K Buy
+2,108
New +$267K ﹤0.01% 838
2019
Q1 		– Sell
-11,779
Closed -$56K – 1328
2018
Q4 		$56K Hold
11,779
– – ﹤0.01% 1222
2018
Q3 		$57K Hold
11,779
– – ﹤0.01% 1310
2018
Q2 		$79K Sell
11,779
-2,976
-20% -$15.4K ﹤0.01% 1261
2018
Q1 		$67K Sell
14,755
-5,544
-27% -$16.8K ﹤0.01% 1148
2017
Q4 		$49K Hold
20,299
– – ﹤0.01% 1204
2017
Q3 		$31K Hold
20,299
– – ﹤0.01% 1177
2017
Q2 		$18K Hold
20,299
– – ﹤0.01% 1206
2017
Q1 		$28K Buy
+20,299
New +$29.5K ﹤0.01% 1152

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

Brown Advisory's ENPH Position: Q4 2024 in Review

Brown Advisory sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 7,072 shares — an estimated $799K sold.

Brown Advisory first reported a position in ENPH in Q1 2017 and held it in 24 quarters. The position peaked at $304M in Q1 2022. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Brown Advisory reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Brown Advisory sold 7,072 Enphase Energy shares in Q4 2024, an estimated $799K.
  • Brown Advisory first reported a position in Enphase Energy in Q1 2017 and held it in 24 quarters.
  • Brown Advisory's Enphase Energy position peaked at $304M in Q1 2022.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

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