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Concourse Financial Group Securities’s Enphase Energy ENPH Stock Holding History

Concourse Financial Group Securities’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
-998
Closed -$60.9K – 603
2024
Q4 		$60.9K Buy
998
+495
+98% +$39.3K ﹤0.01% 1131
2024
Q3 		$56.8K Buy
503
+90
+22% +$10.1K ﹤0.01% 1138
2024
Q2 		$41.2K Buy
413
+148
+56% +$17.2K ﹤0.01% 1251
2024
Q1 		$32.1K Buy
265
+117
+79% +$13.7K ﹤0.01% 1361
2023
Q4 		$19.6K Buy
148
+72
+95% +$7.64K ﹤0.01% 1494
2023
Q3 		$9.13K Sell
76
-3
-4% -$427 ﹤0.01% 1675
2023
Q2 		$13.2K Buy
79
+53
+204% +$9.47K ﹤0.01% 1578
2023
Q1 		$5.47K Sell
26
-162
-86% -$35.1K ﹤0.01% 1842
2022
Q4 		$49.8K Buy
188
+76
+68% +$22.1K ﹤0.01% 1070
2022
Q3 		$31K Buy
+112
New +$30.2K ﹤0.01% 1138
2021
Q2 		– Sell
-68
Closed -$9.97K – 2373
2021
Q1 		$11K Sell
68
-22
-24% -$3.95K ﹤0.01% 1738
2020
Q4 		$16K Hold
90
– – ﹤0.01% 1539
2020
Q3 		$7K Sell
90
-63
-41% -$4.22K ﹤0.01% 1682
2020
Q2 		$7K Buy
+153
New +$7.31K ﹤0.01% 1582

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

Concourse Financial Group Securities's ENPH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 998 shares — an estimated $60.9K sold.

Concourse Financial Group Securities first reported a position in ENPH in Q2 2020 and held it in 14 quarters. The position peaked at $60.9K in Q4 2024. 588 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 998 Enphase Energy shares in Q1 2025, an estimated $60.9K.
  • Concourse Financial Group Securities first reported a position in Enphase Energy in Q2 2020 and held it in 14 quarters.
  • Concourse Financial Group Securities's Enphase Energy position peaked at $60.9K in Q4 2024.
  • 588 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.