HCA
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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
2024
Q4 		– Sell
-2,235
Closed -$253K – 242
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 $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return