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IQ EQ Fund Management’s Enphase Energy ENPH Stock Holding History

IQ EQ Fund Management’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
-8,903
Closed -$1.01M – 317
2024
Q3 		$1.01M Hold
8,903
– – 0.1% 221
2024
Q2 		$888K Sell
8,903
-1,827
-17% -$213K 0.1% 219
2024
Q1 		$1.3M Sell
10,730
-200
-2% -$23.3K 0.15% 165
2023
Q4 		$1.44M Buy
+10,930
New +$1.16M 0.17% 154

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

IQ EQ Fund Management's ENPH Position: Q4 2024 in Review

IQ EQ Fund Management sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 8,903 shares — an estimated $1.01M sold.

IQ EQ Fund Management first reported a position in ENPH in Q4 2023 and held it in 4 quarters. The position peaked at $1.44M in Q4 2023. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • IQ EQ Fund Management reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • IQ EQ Fund Management sold 8,903 Enphase Energy shares in Q4 2024, an estimated $1.01M.
  • IQ EQ Fund Management first reported a position in Enphase Energy in Q4 2023 and held it in 4 quarters.
  • IQ EQ Fund Management's Enphase Energy position peaked at $1.44M in Q4 2023.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on IQ EQ Fund Management's 13F filing for Q4 2024, filed 12 Feb 2025.