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Global Financial Private Client’s Enphase Energy ENPH Stock Holding History

Global Financial Private Client’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
-1
Closed -$69 – 1678
2024
Q4 		$69 Buy
+1
New +$79 ﹤0.01% 1544
2024
Q2 		– Sell
-41
Closed -$4.85K – 695
2024
Q1 		$4.85K Sell
41
-25
-38% -$2.92K ﹤0.01% 521
2023
Q4 		$8.72K Sell
66
-1,034
-94% -$110K ﹤0.01% 472
2023
Q3 		$129K Hold
1,100
– – 0.07% 193
2023
Q2 		$187K Buy
1,100
+216
+24% +$38.6K 0.09% 175
2023
Q1 		$179K Buy
884
+10
+1% +$2.17K 0.09% 163
2022
Q4 		$232K Buy
874
+9
+1% +$2.62K 0.13% 128
2022
Q3 		$248K Buy
865
+27
+3% +$7.28K 0.14% 125
2022
Q2 		$164K Buy
838
+125
+18% +$22.6K 0.09% 151
2022
Q1 		$147K Buy
713
+93
+15% +$14.6K 0.07% 161
2021
Q4 		$113K Buy
620
+41
+7% +$8.55K 0.05% 189
2021
Q3 		$90K Buy
579
+194
+50% +$33.3K 0.05% 195
2021
Q2 		$70.5K Buy
385
+376
+4,178% +$55.2K 0.04% 210
2021
Q1 		$1.46K Buy
+9
New +$1.62K ﹤0.01% 470

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Financial Private Client's ENPH Position: Q1 2025 in Review

Global Financial Private Client sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 1 share — an estimated $69 sold.

Global Financial Private Client first reported a position in ENPH in Q1 2021 and held it in 14 quarters. The position peaked at $248K in Q3 2022. 590 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Global Financial Private Client reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1 Enphase Energy share in Q1 2025, an estimated $69.
  • Global Financial Private Client first reported a position in Enphase Energy in Q1 2021 and held it in 14 quarters.
  • Global Financial Private Client's Enphase Energy position peaked at $248K in Q3 2022.
  • 590 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Global Financial Private Client's 13F filing for Q1 2025, filed 8 Apr 2025.