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Donoghue Forlines’s Enphase Energy ENPH Stock Holding History

Donoghue Forlines’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
-2,573
Closed -$291K – 156
2024
Q3 		$291K Buy
2,573
+369
+17% +$41.2K 0.08% 200
2024
Q2 		$220K Sell
2,204
-99
-4% -$11.5K 0.06% 213
2024
Q1 		$279K Buy
2,303
+350
+18% +$40.8K 0.08% 207
2023
Q4 		$258K Buy
1,953
+90
+5% +$9.54K 0.08% 201
2023
Q3 		$224K Sell
1,863
-356
-16% -$50.7K 0.08% 212
2023
Q2 		$372K Sell
2,219
-5,320
-71% -$951K 0.12% 195
2023
Q1 		$1.59M Buy
7,539
+2,339
+45% +$507K 0.57% 28
2022
Q4 		$1.38M Buy
5,200
+3,877
+293% +$1.13M 0.49% 50
2022
Q3 		$367K Sell
1,323
-7,037
-84% -$1.9M 0.13% 151
2022
Q2 		$1.63M Buy
8,360
+3,238
+63% +$585K 0.43% 36
2022
Q1 		$1.03M Sell
5,122
-4,876
-49% -$766K 0.22% 130
2021
Q4 		$1.83M Buy
+9,998
New +$2.09M 0.31% 70
2021
Q2 		– Sell
-14,740
Closed -$2.39M – 212
2021
Q1 		$2.39M Buy
14,740
+10,630
+259% +$1.91M 0.46% 48
2020
Q4 		$721K Buy
+4,110
New +$521K 0.14% 178

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

Donoghue Forlines's ENPH Position: Q4 2024 in Review

Donoghue Forlines sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,573 shares — an estimated $291K sold.

Donoghue Forlines first reported a position in ENPH in Q4 2020 and held it in 14 quarters. The position peaked at $2.39M in Q1 2021. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Donoghue Forlines reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 2,573 Enphase Energy shares in Q4 2024, an estimated $291K.
  • Donoghue Forlines first reported a position in Enphase Energy in Q4 2020 and held it in 14 quarters.
  • Donoghue Forlines's Enphase Energy position peaked at $2.39M in Q1 2021.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.