HFS
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HBC Financial Services’s Enphase Energy ENPH Stock Holding History

HBC Financial Services’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 		$0 Sell
5
-10
-67% -$794 ﹤0.01% 187
2024
Q3 		$1K Hold
15
– – ﹤0.01% 172
2024
Q2 		$1K Hold
15
– – ﹤0.01% 148
2024
Q1 		$1K Hold
15
– – ﹤0.01% 148
2023
Q4 		$1K Hold
15
– – ﹤0.01% 147
2023
Q3 		$1K Buy
+15
New +$2.14K ﹤0.01% 156

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

HBC Financial Services's ENPH Position: Q4 2024 in Review

HBC Financial Services reduced its Enphase Energy (ENPH) stake by 67% in Q4 2024, selling an estimated $794 and leaving 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #187.

HBC Financial Services first reported a position in ENPH in Q3 2023 and has held it in 6 quarters since. The position peaked at $1K in Q3 2024. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • HBC Financial Services held 5 shares of Enphase Energy worth $0 as of Q4 2024.
  • HBC Financial Services sold 10 Enphase Energy shares in Q4 2024, an estimated $794.
  • Enphase Energy made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #187 holding.
  • HBC Financial Services first reported a position in Enphase Energy in Q3 2023 and has held it in 6 quarters since.
  • HBC Financial Services's Enphase Energy position peaked at $1K in Q3 2024.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.