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Founders Financial Securities’s Enphase Energy ENPH Stock Holding History

Founders Financial Securities’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
-2,675
Closed -$302K – 446
2024
Q3 		$302K Sell
2,675
-75
-3% -$8.38K 0.03% 368
2024
Q2 		$274K Sell
2,750
-250
-8% -$29.1K 0.03% 362
2024
Q1 		$363K Sell
3,000
-150
-5% -$17.5K 0.04% 302
2023
Q4 		$416K Sell
3,150
-300
-9% -$31.8K 0.05% 267
2023
Q3 		$415K Hold
3,450
– – 0.05% 230
2023
Q2 		$578K Hold
3,450
– – 0.08% 196
2023
Q1 		$725K Sell
3,450
-100
-3% -$21.7K 0.1% 165
2022
Q4 		$941K Hold
3,550
– – 0.15% 141
2022
Q3 		$985K Sell
3,550
-550
-13% -$148K 0.17% 119
2022
Q2 		$800K Buy
+4,100
New +$741K 0.16% 120
2022
Q1 		– Sell
-3,900
Closed -$713K – 264
2021
Q4 		$713K Sell
3,900
-200
-5% -$41.7K 0.13% 132
2021
Q3 		$615K Sell
4,100
-100
-2% -$17.2K 0.12% 145
2021
Q2 		$771K Buy
+4,200
New +$616K 0.15% 135
2020
Q3 		– Sell
-4,970
Closed -$286K – 176
2020
Q2 		$286K Buy
+4,970
New +$238K 0.09% 132

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

Founders Financial Securities's ENPH Position: Q4 2024 in Review

Founders Financial Securities sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,675 shares — an estimated $302K sold.

Founders Financial Securities first reported a position in ENPH in Q2 2020 and held it in 14 quarters. The position peaked at $985K in Q3 2022. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Founders Financial Securities reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Founders Financial Securities sold 2,675 Enphase Energy shares in Q4 2024, an estimated $302K.
  • Founders Financial Securities first reported a position in Enphase Energy in Q2 2020 and held it in 14 quarters.
  • Founders Financial Securities's Enphase Energy position peaked at $985K in Q3 2022.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Founders Financial Securities's 13F filing for Q4 2024, filed 10 Feb 2025.