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Harbert Fund Advisors’s Enphase Energy ENPH Stock Holding History

Harbert Fund Advisors’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
-4,375
Closed -$494K – 107
2024
Q3 		$494K Buy
+4,375
New +$489K 0.29% 87
2024
Q1 		– Sell
-5,725
Closed -$757K – 87
2023
Q4 		$757K Buy
+5,725
New +$607K 0.52% 54
2023
Q3 		– Sell
-17,500
Closed -$2.93M – 46
2023
Q2 		$2.93M Buy
+17,500
New +$3.13M 1.64% 25

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

Harbert Fund Advisors's ENPH Position: Q4 2024 in Review

Harbert Fund Advisors sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 4,375 shares — an estimated $494K sold.

Harbert Fund Advisors first reported a position in ENPH in Q2 2023 and held it in 3 quarters. The position peaked at $2.93M in Q2 2023. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Harbert Fund Advisors reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Harbert Fund Advisors sold 4,375 Enphase Energy shares in Q4 2024, an estimated $494K.
  • Harbert Fund Advisors first reported a position in Enphase Energy in Q2 2023 and held it in 3 quarters.
  • Harbert Fund Advisors's Enphase Energy position peaked at $2.93M in Q2 2023.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Harbert Fund Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.