Empirical Asset Management’s Enphase Energy ENPH Stock Holding History

Empirical 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	-20,194	Closed	-$20.2K	–	356
2024 Q4	$20.2K	Buy	+20,194	New	+$1.6M	0.01%	421
2024 Q3	–	Sell	-3,951	Closed	-$394K	–	326
2024 Q2	$394K	Buy	+3,951	New	+$460K	0.15%	198
2022 Q3	–	Sell	-1,500	Closed	-$293K	–	160
2022 Q2	$293K	Buy	+1,500	New	+$271K	0.31%	118

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

Empirical Asset Management's ENPH Position: Q1 2025 in Review

Empirical Asset Management sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 20,194 shares — an estimated $20.2K sold.

Empirical Asset Management first reported a position in ENPH in Q2 2022 and held it in 3 quarters. The position peaked at $394K in Q2 2024. 591 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

Empirical Asset Management reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
Empirical Asset Management sold 20,194 Enphase Energy shares in Q1 2025, an estimated $20.2K.
Empirical Asset Management first reported a position in Enphase Energy in Q2 2022 and held it in 3 quarters.
Empirical Asset Management's Enphase Energy position peaked at $394K in Q2 2024.
591 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Empirical Asset Management's 13F filing for Q1 2025, filed 12 May 2025.