Kestra Private Wealth Services’s Enphase Energy ENPH Stock Holding History

Kestra Private Wealth Services’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	-2,442	Closed	-$276K	–	1440
2024 Q3	$276K	Sell	2,442 -87	-3%	-$9.72K	0.01%	1117
2024 Q2	$252K	Buy	2,529 +283	+13%	+$33K	0.01%	1120
2024 Q1	$272K	Sell	2,246 -80	-3%	-$9.34K	0.01%	1047
2023 Q4	$307K	Sell	2,326 -326	-12%	-$34.6K	0.01%	934
2023 Q3	$319K	Buy	+2,652	New	+$378K	0.01%	842
2022 Q4	–	Sell	-1,385	Closed	-$384K	–	926
2022 Q3	$384K	Sell	1,385 -2,351	-63%	-$634K	0.02%	573
2022 Q2	$729K	Sell	3,736 -23	-0.6%	-$4.16K	0.04%	401
2022 Q1	$758K	Buy	3,759 +1,872	+99%	+$294K	0.04%	450
2021 Q4	$345K	Buy	+1,887	New	+$394K	0.02%	718

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

Kestra Private Wealth Services's ENPH Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,442 shares — an estimated $276K sold.

Kestra Private Wealth Services first reported a position in ENPH in Q4 2021 and held it in 9 quarters. The position peaked at $758K in Q1 2022. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Kestra Private Wealth Services reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
Kestra Private Wealth Services sold 2,442 Enphase Energy shares in Q4 2024, an estimated $276K.
Kestra Private Wealth Services first reported a position in Enphase Energy in Q4 2021 and held it in 9 quarters.
Kestra Private Wealth Services's Enphase Energy position peaked at $758K in Q1 2022.
622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.