JDM Financial Group’s Enphase Energy ENPH Stock Holding History

JDM 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 Q4	–	Sell	-3	Closed	-$339	–	365
2024 Q3	$339	Buy	+3	New	+$335	﹤0.01%	395

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

JDM Financial Group's ENPH Position: Q4 2024 in Review

JDM Financial Group sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 3 shares — an estimated $339 sold.

JDM Financial Group first reported a position in ENPH in Q3 2024 and held it in 1 quarter. The position peaked at $339 in Q3 2024. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

JDM Financial Group reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
JDM Financial Group sold 3 Enphase Energy shares in Q4 2024, an estimated $339.
JDM Financial Group first reported a position in Enphase Energy in Q3 2024 and held it in 1 quarter.
JDM Financial Group's Enphase Energy position peaked at $339 in Q3 2024.
622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.