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Householder Group Estate & Retirement Specialist’s Enphase Energy ENPH Stock Holding History

Householder Group Estate & Retirement Specialist’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
-89
Closed -$10K – 732
2024
Q3 		$10K Hold
89
– – ﹤0.01% 806
2024
Q2 		$8K Hold
89
– – ﹤0.01% 852
2024
Q1 		$10.8K Hold
89
– – ﹤0.01% 794
2023
Q4 		$11K Sell
89
-246
-73% -$26.1K ﹤0.01% 740
2023
Q3 		$40.3K Buy
+335
New +$47.7K 0.01% 497

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $116B AUM 46.87% 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

Householder Group Estate & Retirement Specialist's ENPH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 89 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in ENPH in Q3 2023 and held it in 5 quarters. The position peaked at $40.3K in Q3 2023. 623 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 89 Enphase Energy shares in Q4 2024, an estimated $10K.
  • Householder Group Estate & Retirement Specialist first reported a position in Enphase Energy in Q3 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Enphase Energy position peaked at $40.3K in Q3 2023.
  • 623 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.