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Coppell Advisory Solutions’s Enphase Energy ENPH Stock Holding History

Coppell Advisory Solutions’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
-801
Closed -$56.2K – 776
2024
Q4 		$56.2K Hold
801
– – 0.01% 550
2024
Q3 		$92.1K Sell
801
-65
-8% -$7.26K 0.01% 413
2024
Q2 		$86.3K Buy
+866
New +$101K 0.01% 389
2023
Q4 		$106K Buy
805
+646
+406% +$68.5K 0.02% 361
2023
Q3 		$42.1K Buy
+159
New +$22.6K 0.01% 376
2023
Q1 		– Sell
-159
Closed -$42.1K – 460
2022
Q4 		$42.1K Buy
+159
New +$46.3K 0.01% 378

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

Coppell Advisory Solutions's ENPH Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 801 shares — an estimated $56.2K sold.

Coppell Advisory Solutions first reported a position in ENPH in Q4 2022 and held it in 6 quarters. The position peaked at $106K in Q4 2023. 587 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 801 Enphase Energy shares in Q1 2025, an estimated $56.2K.
  • Coppell Advisory Solutions first reported a position in Enphase Energy in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Enphase Energy position peaked at $106K in Q4 2023.
  • 587 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.