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Evexia Wealth’s Enphase Energy ENPH Stock Holding History

Evexia 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
2025
Q1 		– Sell
-3,400
Closed -$216K – 76
2024
Q4 		$216K Buy
3,400
+386
+13% +$30.6K 0.07% 75
2024
Q3 		$321K Buy
3,014
+711
+31% +$79.4K 0.11% 59
2024
Q2 		$241K Buy
+2,303
New +$268K 0.09% 59

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evexia Wealth's ENPH Position: Q1 2025 in Review

Evexia Wealth sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 3,400 shares — an estimated $216K sold.

Evexia Wealth first reported a position in ENPH in Q2 2024 and held it in 3 quarters. The position peaked at $321K in Q3 2024. 587 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Evexia Wealth reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Evexia Wealth sold 3,400 Enphase Energy shares in Q1 2025, an estimated $216K.
  • Evexia Wealth first reported a position in Enphase Energy in Q2 2024 and held it in 3 quarters.
  • Evexia Wealth's Enphase Energy position peaked at $321K in Q3 2024.
  • 587 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Evexia Wealth's 13F filing for Q1 2025, filed 11 Apr 2025.