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Evergreen Private Wealth’s Enphase Energy ENPH Stock Holding History

Evergreen Private Wealth’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
-22,980
Closed -$2.6M – 203
2024
Q3 		$2.6M Sell
22,980
-205
-0.9% -$22.9K 1.2% 38
2024
Q2 		$2.31M Sell
23,185
-306
-1% -$35.6K 1.14% 37
2024
Q1 		$2.84M Buy
23,491
+23,340
+15,457% +$2.72M 1.42% 35
2023
Q4 		$20K Buy
+151
New +$16K 0.01% 149

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

Evergreen Private Wealth's ENPH Position: Q4 2024 in Review

Evergreen Private Wealth sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 22,980 shares — an estimated $2.6M sold.

Evergreen Private Wealth first reported a position in ENPH in Q4 2023 and held it in 4 quarters. The position peaked at $2.84M in Q1 2024. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Evergreen Private Wealth reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 22,980 Enphase Energy shares in Q4 2024, an estimated $2.6M.
  • Evergreen Private Wealth first reported a position in Enphase Energy in Q4 2023 and held it in 4 quarters.
  • Evergreen Private Wealth's Enphase Energy position peaked at $2.84M in Q1 2024.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Evergreen Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.