Envestnet Portfolio Solutions
ENPH icon

Envestnet Portfolio Solutions’s Enphase Energy ENPH Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q4 		– Sell
-17,601
Closed -$1.99M – 1744
2024
Q3 		$1.99M Sell
17,601
-12,469
-41% -$1.39M 0.01% 659
2024
Q2 		$3M Buy
+30,070
New +$3.5M 0.01% 517
2023
Q4 		– Sell
-3,105
Closed -$373K – 1546
2023
Q3 		$373K Buy
+3,105
New +$442K ﹤0.01% 1119

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Portfolio Solutions's ENPH Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 17,601 shares — an estimated $1.99M sold.

Envestnet Portfolio Solutions first reported a position in ENPH in Q3 2023 and held it in 3 quarters. The position peaked at $3M in Q2 2024. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 17,601 Enphase Energy shares in Q4 2024, an estimated $1.99M.
  • Envestnet Portfolio Solutions first reported a position in Enphase Energy in Q3 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Enphase Energy position peaked at $3M in Q2 2024.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.