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IEQ Capital’s Enphase Energy ENPH Stock Holding History

IEQ Capital’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
-2,757
Closed -$312K – 1362
2024
Q3 		$312K Sell
2,757
-544
-16% -$60.8K ﹤0.01% 916
2024
Q2 		$329K Buy
3,301
+628
+23% +$73.1K ﹤0.01% 776
2024
Q1 		$323K Buy
2,673
+662
+33% +$77.2K ﹤0.01% 758
2023
Q4 		$266K Sell
2,011
-551
-22% -$58.4K ﹤0.01% 761
2023
Q3 		$308K Sell
2,562
-18
-0.7% -$2.56K 0.01% 716
2023
Q2 		$432K Sell
2,580
-2,536
-50% -$453K 0.01% 581
2023
Q1 		$1.08M Sell
5,116
-1,342
-21% -$291K 0.02% 367
2022
Q4 		$1.71M Sell
6,458
-530
-8% -$154K 0.05% 270
2022
Q3 		$1.94M Buy
6,988
+2,916
+72% +$787K 0.05% 237
2022
Q2 		$795K Buy
4,072
+1,583
+64% +$286K 0.02% 351
2022
Q1 		$502K Sell
2,489
-58
-2% -$9.11K 0.01% 502
2021
Q4 		$466K Buy
2,547
+154
+6% +$32.1K 0.01% 475
2021
Q3 		$359K Buy
2,393
+586
+32% +$101K 0.01% 515
2021
Q2 		$332K Buy
+1,807
New +$265K 0.01% 440

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

IEQ Capital's ENPH Position: Q4 2024 in Review

IEQ Capital sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,757 shares — an estimated $312K sold.

IEQ Capital first reported a position in ENPH in Q2 2021 and held it in 14 quarters. The position peaked at $1.94M in Q3 2022. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • IEQ Capital reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • IEQ Capital sold 2,757 Enphase Energy shares in Q4 2024, an estimated $312K.
  • IEQ Capital first reported a position in Enphase Energy in Q2 2021 and held it in 14 quarters.
  • IEQ Capital's Enphase Energy position peaked at $1.94M in Q3 2022.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.