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Heck Capital Advisors’s Enphase Energy ENPH Stock Holding History

Heck Capital 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
2025
Q1 		– Sell
-126
Closed -$8.65K – 415
2024
Q4 		$8.65K Sell
126
-2,109
-94% -$167K ﹤0.01% 542
2024
Q3 		$253K Sell
2,235
-57
-2% -$6.37K 0.03% 142
2024
Q2 		$229K Buy
2,292
+3
+0.1% +$349 0.03% 137
2024
Q1 		$277K Buy
2,289
+50
+2% +$5.83K 0.04% 125
2023
Q4 		$296K Sell
2,239
-197
-8% -$20.9K 0.05% 115
2023
Q3 		$293K Buy
2,436
+2,329
+2,177% +$332K 0.05% 108
2023
Q2 		$17.9K Sell
107
-1,348
-93% -$241K ﹤0.01% 149
2023
Q1 		$306K Buy
1,455
+1,320
+978% +$286K 0.06% 99
2022
Q4 		$35.8K Hold
135
– – 0.01% 131
2022
Q3 		$37.5K Sell
135
-46
-25% -$12.4K 0.01% 129
2022
Q2 		$35.3K Hold
181
– – 0.01% 130
2022
Q1 		$36.5K Buy
+181
New +$28.4K 0.01% 124

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

Heck Capital Advisors's ENPH Position: Q1 2025 in Review

Heck Capital Advisors sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 126 shares — an estimated $8.65K sold.

Heck Capital Advisors first reported a position in ENPH in Q1 2022 and held it in 12 quarters. The position peaked at $306K in Q1 2023. 590 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Heck Capital Advisors reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 126 Enphase Energy shares in Q1 2025, an estimated $8.65K.
  • Heck Capital Advisors first reported a position in Enphase Energy in Q1 2022 and held it in 12 quarters.
  • Heck Capital Advisors's Enphase Energy position peaked at $306K in Q1 2023.
  • 590 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.