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Emerald Advisers’s Enphase Energy ENPH Stock Holding History

Emerald Advisers’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
-3,205
Closed -$220K – 253
2024
Q4 		$220K Sell
3,205
-3,565
-53% -$283K 0.01% 213
2024
Q3 		$765K Buy
6,770
+4,848
+252% +$542K 0.03% 148
2024
Q2 		$192K Sell
1,922
-540
-22% -$62.9K 0.01% 214
2024
Q1 		$298K Sell
2,462
-40
-2% -$4.67K 0.01% 207
2023
Q4 		$331K Sell
2,502
-5,839
-70% -$619K 0.01% 194
2023
Q3 		$1M Buy
8,341
+3,750
+82% +$534K 0.05% 144
2023
Q2 		$769K Sell
4,591
-1,796
-28% -$321K 0.03% 154
2023
Q1 		$1.34M Buy
6,387
+3,555
+126% +$770K 0.06% 139
2022
Q4 		$750K Sell
2,832
-48
-2% -$14K 0.04% 149
2022
Q3 		$799K Sell
2,880
-463
-14% -$125K 0.04% 146
2022
Q2 		$653K Sell
3,343
-2,040
-38% -$369K 0.03% 165
2022
Q1 		$1.09M Sell
5,383
-61
-1% -$9.59K 0.04% 157
2021
Q4 		$996K Sell
5,444
-122
-2% -$25.5K 0.04% 162
2021
Q3 		$835K Sell
5,566
-260
-4% -$44.6K 0.03% 165
2021
Q2 		$1.07M Buy
5,826
+2,125
+57% +$312K 0.04% 153
2021
Q1 		$600K Buy
3,701
+1,204
+48% +$216K 0.02% 181
2020
Q4 		$438K Sell
2,497
-82
-3% -$10.4K 0.01% 205
2020
Q3 		$213K Buy
+2,579
New +$173K 0.01% 221
2015
Q3 		– Sell
-22,580
Closed -$172K – 339
2015
Q2 		$172K Sell
22,580
-452,954
-95% -$4.92M 0.01% 309
2015
Q1 		$6.28M Buy
475,534
+53,948
+13% +$698K 0.32% 108
2014
Q4 		$6.02M Buy
421,586
+159,946
+61% +$1.99M 0.32% 102
2014
Q3 		$3.92M Buy
+261,640
New +$3.32M 0.23% 141

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 $3.37T AUM 44.26% 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

Emerald Advisers's ENPH Position: Q1 2025 in Review

Emerald Advisers sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 3,205 shares — an estimated $220K sold.

Emerald Advisers first reported a position in ENPH in Q3 2014 and held it in 22 quarters. The position peaked at $6.28M in Q1 2015. 590 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Emerald Advisers reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Emerald Advisers sold 3,205 Enphase Energy shares in Q1 2025, an estimated $220K.
  • Emerald Advisers first reported a position in Enphase Energy in Q3 2014 and held it in 22 quarters.
  • Emerald Advisers's Enphase Energy position peaked at $6.28M in Q1 2015.
  • 590 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Emerald Advisers's 13F filing for Q1 2025, filed 1 May 2025.