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Independent Advisor Alliance’s Enphase Energy ENPH Stock Holding History

Independent Advisor Alliance’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
-2,377
Closed -$269K – 1353
2024
Q3 		$269K Sell
2,377
-257
-10% -$28.7K 0.01% 596
2024
Q2 		$263K Sell
2,634
-1,051
-29% -$122K 0.01% 608
2024
Q1 		$446K Sell
3,685
-166
-4% -$19.4K 0.02% 478
2023
Q4 		$509K Sell
3,851
-12,272
-76% -$1.3M 0.02% 439
2023
Q3 		$1.94M Buy
16,123
+2,507
+18% +$357K 0.09% 198
2023
Q2 		$2.28M Buy
13,616
+9,019
+196% +$1.61M 0.1% 177
2023
Q1 		$967K Buy
+4,597
New +$996K 0.05% 291
2022
Q4 		– Sell
-4,587
Closed -$1.27M – 485
2022
Q3 		$1.27M Sell
4,587
-5
-0.1% -$1.35K 0.07% 230
2022
Q2 		$897K Buy
4,592
+87
+2% +$15.7K 0.05% 287
2022
Q1 		$909K Sell
4,505
-271
-6% -$42.6K 0.04% 291
2021
Q4 		$874K Buy
4,776
+215
+5% +$44.9K 0.04% 300
2021
Q3 		$684K Sell
4,561
-211
-4% -$36.2K 0.04% 318
2021
Q2 		$876K Buy
4,772
+62
+1% +$9.09K 0.05% 298
2021
Q1 		$764K Buy
4,710
+520
+12% +$93.3K 0.05% 296
2020
Q4 		$735K Buy
4,190
+1,126
+37% +$143K 0.05% 271
2020
Q3 		$253K Buy
+3,064
New +$205K 0.02% 416

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

Independent Advisor Alliance's ENPH Position: Q4 2024 in Review

Independent Advisor Alliance sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,377 shares — an estimated $269K sold.

Independent Advisor Alliance first reported a position in ENPH in Q3 2020 and held it in 16 quarters. The position peaked at $2.28M in Q2 2023. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Independent Advisor Alliance reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,377 Enphase Energy shares in Q4 2024, an estimated $269K.
  • Independent Advisor Alliance first reported a position in Enphase Energy in Q3 2020 and held it in 16 quarters.
  • Independent Advisor Alliance's Enphase Energy position peaked at $2.28M in Q2 2023.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.