EDRH
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Edmond de Rothschild Holding’s Enphase Energy ENPH Stock Holding History

Edmond de Rothschild Holding’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
-70
Closed -$4.81K – 594
2024
Q4 		$4.81K Sell
70
-64
-48% -$5.08K ﹤0.01% 599
2024
Q3 		$15.1K Sell
134
-6
-4% -$670 ﹤0.01% 588
2024
Q2 		$14K Sell
140
-5,533
-98% -$644K ﹤0.01% 628
2024
Q1 		$686K Sell
5,673
-2,615
-32% -$305K 0.01% 333
2023
Q4 		$1.1M Sell
8,288
-355
-4% -$37.7K 0.02% 300
2023
Q3 		$1.04M Sell
8,643
-4,114
-32% -$586K 0.02% 310
2023
Q2 		$2.14M Buy
12,757
+7,502
+143% +$1.34M 0.04% 250
2023
Q1 		$1.11M Buy
5,255
+255
+5% +$55.2K 0.03% 319
2022
Q4 		$1.32M Buy
5,000
+163
+3% +$47.4K 0.03% 298
2022
Q3 		$1.34M Buy
4,837
+2,732
+130% +$737K 0.04% 289
2022
Q2 		$410K Sell
2,105
-2,979
-59% -$539K 0.01% 409
2022
Q1 		$1.03M Buy
5,084
+384
+8% +$60.3K 0.02% 329
2021
Q4 		$860K Buy
4,700
+940
+25% +$196K 0.02% 374
2021
Q3 		$564K Sell
3,760
-50
-1% -$8.58K 0.01% 425
2021
Q2 		$699K Sell
3,810
-2,170
-36% -$318K 0.02% 402
2021
Q1 		$970K Sell
5,980
-895
-13% -$161K 0.03% 331
2020
Q4 		$1.21M Sell
6,875
-5,125
-43% -$650K 0.04% 277
2020
Q3 		$991K Buy
+12,000
New +$804K 0.04% 265
2015
Q3 		– Sell
-4,000
Closed -$30K – 847
2015
Q2 		$30K Buy
+4,000
New +$43.5K ﹤0.01% 691

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Edmond de Rothschild Holding's ENPH Position: Q1 2025 in Review

Edmond de Rothschild Holding sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 70 shares — an estimated $4.81K sold.

Edmond de Rothschild Holding first reported a position in ENPH in Q2 2015 and held it in 19 quarters. The position peaked at $2.14M in Q2 2023. 591 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Edmond de Rothschild Holding reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 70 Enphase Energy shares in Q1 2025, an estimated $4.81K.
  • Edmond de Rothschild Holding first reported a position in Enphase Energy in Q2 2015 and held it in 19 quarters.
  • Edmond de Rothschild Holding's Enphase Energy position peaked at $2.14M in Q2 2023.
  • 591 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2025, filed 15 May 2025.