GI
ENPH icon

Gradient Investments’s Enphase Energy ENPH Stock Holding History

Gradient Investments’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
Q3 		– Sell
-6
Closed -$598 – 606
2024
Q2 		$598 Hold
6
– – ﹤0.01% 1163
2024
Q1 		$726 Sell
6
-4
-40% -$467 ﹤0.01% 960
2023
Q4 		$1.32K Sell
10
-2,462
-100% -$261K ﹤0.01% 1339
2023
Q3 		$297K Buy
2,472
+90
+4% +$12.8K 0.01% 279
2023
Q2 		$399K Buy
2,382
+2,340
+5,571% +$418K 0.01% 258
2023
Q1 		$8.83K Buy
42
+32
+320% +$6.93K ﹤0.01% 837
2022
Q4 		$2.65K Hold
10
– – ﹤0.01% 1045
2022
Q3 		$3K Sell
10
-1,758
-99% -$474K ﹤0.01% 1050
2022
Q2 		$345K Buy
1,768
+770
+77% +$139K 0.01% 255
2022
Q1 		$201K Buy
998
+493
+98% +$77.5K 0.01% 288
2021
Q4 		$92K Buy
505
+50
+11% +$10.4K ﹤0.01% 369
2021
Q3 		$68K Buy
455
+445
+4,450% +$76.4K ﹤0.01% 433
2021
Q2 		$2K Hold
10
– – ﹤0.01% 990
2021
Q1 		$2K Hold
10
– – ﹤0.01% 997
2020
Q4 		$1K Hold
10
– – ﹤0.01% 1033
2020
Q3 		$1K Buy
+10
New +$670 ﹤0.01% 1038
2019
Q4 		– Sell
-2,700
Closed -$60K – 1128
2019
Q3 		$60K Buy
+2,700
New +$69.2K ﹤0.01% 355
2017
Q4 		– Sell
-10,000
Closed -$15K – 1029
2017
Q3 		$15K Hold
10,000
– – ﹤0.01% 229
2017
Q2 		$9K Buy
+10,000
New +$9.9K ﹤0.01% 495
2015
Q3 		– Sell
-35,222
Closed -$268K – 623
2015
Q2 		$268K Buy
35,222
+1,613
+5% +$17.5K 0.04% 161
2015
Q1 		$443K Buy
+33,609
New +$435K 0.07% 134

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Gradient Investments's ENPH Position: Q3 2024 in Review

Gradient Investments sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 6 shares — an estimated $598 sold.

Gradient Investments first reported a position in ENPH in Q1 2015 and held it in 21 quarters. The position peaked at $443K in Q1 2015. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Gradient Investments reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 6 Enphase Energy shares in Q3 2024, an estimated $598.
  • Gradient Investments first reported a position in Enphase Energy in Q1 2015 and held it in 21 quarters.
  • Gradient Investments's Enphase Energy position peaked at $443K in Q1 2015.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.