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EP Wealth Advisors’s Enphase Energy ENPH Stock Holding History

EP Wealth Advisors’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
-3,561
Closed -$402K – 1263
2024
Q3 		$402K Sell
3,561
-30
-0.8% -$3.35K ﹤0.01% 759
2024
Q2 		$358K Sell
3,591
-8
-0.2% -$932 ﹤0.01% 606
2024
Q1 		$435K Buy
3,599
+30
+0.8% +$3.5K 0.01% 546
2023
Q4 		$472K Sell
3,569
-6,529
-65% -$692K 0.01% 501
2023
Q3 		$1.21M Sell
10,098
-814
-7% -$116K 0.02% 296
2023
Q2 		$1.66M Buy
10,912
+1,127
+12% +$201K 0.02% 270
2023
Q1 		$373K Sell
9,785
-61
-0.6% -$13.2K 0.01% 448
2022
Q4 		$2.61M Sell
9,846
-263
-3% -$76.5K 0.05% 193
2022
Q3 		$2.81M Buy
10,109
+7,712
+322% +$2.08M 0.06% 164
2022
Q2 		$468K Buy
+2,397
New +$433K 0.01% 386

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

EP Wealth Advisors's ENPH Position: Q4 2024 in Review

EP Wealth Advisors sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 3,561 shares — an estimated $402K sold.

EP Wealth Advisors first reported a position in ENPH in Q2 2022 and held it in 10 quarters. The position peaked at $2.81M in Q3 2022. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • EP Wealth Advisors reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 3,561 Enphase Energy shares in Q4 2024, an estimated $402K.
  • EP Wealth Advisors first reported a position in Enphase Energy in Q2 2022 and held it in 10 quarters.
  • EP Wealth Advisors's Enphase Energy position peaked at $2.81M in Q3 2022.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.