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Independent Financial Group’s Enphase Energy ENPH Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-2,443
Closed -$244K – 1147
2024
Q2 		$244K Buy
+2,443
New +$285K 0.01% 939
2024
Q1 		– Sell
-3,008
Closed -$397K – 1026
2023
Q4 		$397K Buy
+3,008
New +$319K 0.02% 627
2020
Q2 		– Sell
-6,624
Closed -$214K – 487
2020
Q1 		$214K Buy
+6,624
New +$250K 0.06% 322

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Independent Financial Group's ENPH Position: Q3 2024 in Review

Independent Financial Group sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 2,443 shares — an estimated $244K sold.

Independent Financial Group first reported a position in ENPH in Q1 2020 and held it in 3 quarters. The position peaked at $397K in Q4 2023. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Independent Financial Group reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 2,443 Enphase Energy shares in Q3 2024, an estimated $244K.
  • Independent Financial Group first reported a position in Enphase Energy in Q1 2020 and held it in 3 quarters.
  • Independent Financial Group's Enphase Energy position peaked at $397K in Q4 2023.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.