HIA
ENPH icon

Harbor Investment Advisory’s Enphase Energy ENPH Stock Holding History

Harbor Investment Advisory’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
-1
Closed -$100 – 1203
2024
Q2 		$100 Buy
+1
New +$116 ﹤0.01% 1258
2023
Q3 		– Sell
-1,156
Closed -$194K – 1229
2023
Q2 		$194K Sell
1,156
-1,030
-47% -$184K 0.03% 354
2023
Q1 		$460K Buy
2,186
+439
+25% +$95.1K 0.07% 219
2022
Q4 		$463K Sell
1,747
-512
-23% -$149K 0.07% 207
2022
Q3 		$627K Sell
2,259
-149
-6% -$40.2K 0.1% 169
2022
Q2 		$470K Buy
2,408
+66
+3% +$11.9K 0.08% 205
2022
Q1 		$473K Buy
2,342
+145
+7% +$22.8K 0.06% 227
2021
Q4 		$402K Sell
2,197
-671
-23% -$140K 0.05% 249
2021
Q3 		$430K Sell
2,868
-200
-7% -$34.3K 0.06% 246
2021
Q2 		$563K Buy
3,068
+2,975
+3,199% +$436K 0.08% 214
2021
Q1 		$15K Buy
+93
New +$16.7K ﹤0.01% 910
2020
Q3 		– Sell
-12
Closed -$1K – 1166
2020
Q2 		$1K Sell
12
-238
-95% -$11.4K ﹤0.01% 1060
2020
Q1 		$8K Sell
250
-50
-17% -$1.88K ﹤0.01% 786
2019
Q4 		$8K Buy
+300
New +$6.83K ﹤0.01% 660

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 $3.38T AUM 44.17% 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

Harbor Investment Advisory's ENPH Position: Q3 2024 in Review

Harbor Investment Advisory sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 1 share — an estimated $100 sold.

Harbor Investment Advisory first reported a position in ENPH in Q4 2019 and held it in 14 quarters. The position peaked at $627K in Q3 2022. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Harbor Investment Advisory reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 1 Enphase Energy share in Q3 2024, an estimated $100.
  • Harbor Investment Advisory first reported a position in Enphase Energy in Q4 2019 and held it in 14 quarters.
  • Harbor Investment Advisory's Enphase Energy position peaked at $627K in Q3 2022.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.