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Jade Capital Advisors’s Enphase Energy ENPH Stock Holding History

Jade Capital 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
Q3 		$565K Buy
5,000
+2,000
+67% +$223K 0.36% 77
2024
Q2 		$299K Buy
+3,000
New +$349K 0.21% 81

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Jade Capital Advisors's ENPH Position: Q3 2024 in Review

Jade Capital Advisors increased its Enphase Energy (ENPH) stake by 67% in Q3 2024, buying an estimated $223K and bringing the position to 5,000 shares worth $565K. The position accounts for 0.36% of the portfolio, ranked #77.

Jade Capital Advisors first reported a position in ENPH in Q2 2024 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Jade Capital Advisors held 5,000 shares of Enphase Energy worth $565K as of Q3 2024.
  • Jade Capital Advisors bought 2,000 Enphase Energy shares in Q3 2024, an estimated $223K.
  • Enphase Energy made up 0.36% of Jade Capital Advisors's portfolio in Q3 2024, its #77 holding.
  • Jade Capital Advisors first reported a position in Enphase Energy in Q2 2024 and has held it in 2 quarters since.
  • 730 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Jade Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.