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J.P. Marvel Investment Advisors’s Enphase Energy ENPH Stock Holding History

J.P. Marvel Investment Advisors’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
-4,369
Closed -$494K – 72
2024
Q3 		$494K Sell
4,369
-25
-0.6% -$2.79K 0.08% 69
2024
Q2 		$438K Hold
4,394
– – 0.07% 68
2024
Q1 		$532K Buy
4,394
+2,284
+108% +$267K 0.09% 67
2023
Q4 		$279K Sell
2,110
-680
-24% -$72.1K 0.06% 68
2023
Q3 		$335K Hold
2,790
– – 0.07% 65
2023
Q2 		$467K Hold
2,790
– – 0.1% 65
2023
Q1 		$587K Hold
2,790
– – 0.13% 64
2022
Q4 		$739K Buy
2,790
+680
+32% +$198K 0.17% 58
2022
Q3 		$585K Buy
+2,110
New +$569K 0.15% 60

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

J.P. Marvel Investment Advisors's ENPH Position: Q4 2024 in Review

J.P. Marvel Investment Advisors sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 4,369 shares — an estimated $494K sold.

J.P. Marvel Investment Advisors first reported a position in ENPH in Q3 2022 and held it in 9 quarters. The position peaked at $739K in Q4 2022. 623 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • J.P. Marvel Investment Advisors reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • J.P. Marvel Investment Advisors sold 4,369 Enphase Energy shares in Q4 2024, an estimated $494K.
  • J.P. Marvel Investment Advisors first reported a position in Enphase Energy in Q3 2022 and held it in 9 quarters.
  • J.P. Marvel Investment Advisors's Enphase Energy position peaked at $739K in Q4 2022.
  • 623 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on J.P. Marvel Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.