E. Ohman J:or Asset Management’s Enphase Energy ENPH Stock Holding History

E. Ohman J:or Asset Management’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	-5,800	Closed	-$398K	–	419
2024 Q4	$398K	Hold	5,800	–	–	0.01%	399
2024 Q3	$656K	Hold	5,800	–	–	0.02%	335
2024 Q2	$578K	Hold	5,800	–	–	0.01%	337
2024 Q1	$702K	Buy	5,800 +1,000	+21%	+$117K	0.02%	305
2023 Q4	$634K	Sell	4,800 -1,700	-26%	-$180K	0.02%	297
2023 Q3	$781K	Hold	6,500	–	–	0.03%	277
2023 Q2	$1.09M	Buy	6,500 +700	+12%	+$125K	0.04%	245
2023 Q1	$1.22M	Hold	5,800	–	–	0.05%	216
2022 Q4	$1.54M	Hold	5,800	–	–	0.07%	181
2022 Q3	$1.61M	Sell	5,800 -300	-5%	-$80.9K	0.07%	156
2022 Q2	$1.19M	Hold	6,100	–	–	0.05%	210
2022 Q1	$1.23M	Hold	6,100	–	–	0.04%	245
2021 Q4	$1.12M	Buy	+6,100	New	+$1.27M	0.03%	283
2021 Q1	–	Sell	-2,400	Closed	-$421K	–	452
2020 Q4	$421K	Buy	+2,400	New	+$304K	0.02%	344

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

E. Ohman J:or Asset Management's ENPH Position: Q1 2025 in Review

E. Ohman J:or Asset Management sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 5,800 shares — an estimated $398K sold.

E. Ohman J:or Asset Management first reported a position in ENPH in Q4 2020 and held it in 14 quarters. The position peaked at $1.61M in Q3 2022. 591 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

E. Ohman J:or Asset Management reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
E. Ohman J:or Asset Management sold 5,800 Enphase Energy shares in Q1 2025, an estimated $398K.
E. Ohman J:or Asset Management first reported a position in Enphase Energy in Q4 2020 and held it in 14 quarters.
E. Ohman J:or Asset Management's Enphase Energy position peaked at $1.61M in Q3 2022.
591 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on E. Ohman J:or Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.