HT
ENPH icon

Heritage Trust’s Enphase Energy ENPH Stock Holding History

Heritage Trust’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
Q2 		– Sell
-1,872
Closed -$226K – 285
2024
Q1 		$226K Hold
1,872
– – 0.03% 268
2023
Q4 		$247K Buy
1,872
+159
+9% +$16.9K 0.03% 249
2023
Q3 		$206K Buy
1,713
+200
+13% +$28.5K 0.03% 253
2023
Q2 		$253K Hold
1,513
– – 0.04% 241
2023
Q1 		$318K Hold
1,513
– – 0.05% 198
2022
Q4 		$401K Sell
1,513
-75
-5% -$21.8K 0.07% 186
2022
Q3 		$440K Hold
1,588
– – 0.08% 182
2022
Q2 		$310K Hold
1,588
– – 0.05% 212
2022
Q1 		$320K Sell
1,588
-119
-7% -$18.7K 0.05% 206
2021
Q4 		$312K Hold
1,707
– – 0.04% 213
2021
Q3 		$256K Hold
1,707
– – 0.04% 220
2021
Q2 		$314K Buy
+1,707
New +$250K 0.04% 208

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return