Empirical Finance’s Enphase Energy ENPH Stock Holding History

Empirical Finance’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 Q2	–	Sell	-3,996	Closed	-$248K	–	527
2025 Q1	$248K	Buy	3,996 +332	+9%	+$21K	0.02%	481
2024 Q4	$252K	Sell	3,664 -9	-0.2%	-$714	0.01%	481
2024 Q3	$415K	Buy	3,673 +137	+4%	+$15.3K	0.02%	441
2024 Q2	$353K	Sell	3,536 -251	-7%	-$29.2K	0.02%	454
2024 Q1	$458K	Buy	3,787 +166	+5%	+$19.4K	0.03%	437
2023 Q4	$478K	Buy	3,621 +66	+2%	+$7K	0.03%	407
2023 Q3	$427K	Buy	3,555 +471	+15%	+$67.1K	0.03%	421
2023 Q2	$517K	Buy	3,084 +522	+20%	+$93.3K	0.04%	359
2023 Q1	$539K	Buy	2,562 +174	+7%	+$37.7K	0.05%	332
2022 Q4	$633K	Buy	2,388 +298	+14%	+$86.7K	0.07%	288
2022 Q3	$580K	Buy	2,090 +539	+35%	+$145K	0.07%	270
2022 Q2	$303K	Buy	1,551 +167	+12%	+$30.2K	0.04%	393
2022 Q1	$279K	Buy	+1,384	New	+$217K	0.03%	423

Other funds holding ENPH

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return