HM Payson & Co’s Enphase Energy ENPH Stock Holding History

HM Payson & Co’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	Closed	-$227	–	1065
2024 Q3	$227	Buy	+2	New	+$223	﹤0.01%	1089
2022 Q3	–	Sell	-1	Closed	–	–	1012
2022 Q2	$0	Buy	+1	New	+$181	﹤0.01%	1065
2022 Q1	–	Sell	-271	Closed	-$50K	–	1078
2021 Q4	$50K	Buy	+271	New	+$56.5K	﹤0.01%	607
2021 Q2	–	Sell	-639	Closed	-$104K	–	1107
2021 Q1	$104K	Hold	639	–	–	﹤0.01%	474
2020 Q4	$112K	Sell	639 -350	-35%	-$44.4K	﹤0.01%	458
2020 Q3	$82K	Buy	+989	New	+$66.2K	﹤0.01%	479

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HM Payson & Co's ENPH Position: Q4 2024 in Review

HM Payson & Co sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2 shares — an estimated $227 sold.

HM Payson & Co first reported a position in ENPH in Q3 2020 and held it in 6 quarters. The position peaked at $112K in Q4 2020. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

HM Payson & Co reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
HM Payson & Co sold 2 Enphase Energy shares in Q4 2024, an estimated $227.
HM Payson & Co first reported a position in Enphase Energy in Q3 2020 and held it in 6 quarters.
HM Payson & Co's Enphase Energy position peaked at $112K in Q4 2020.
626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.