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L & S Advisors’s Enphase Energy ENPH Stock Holding History

L & S 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
-3,520
Closed -$398K – 350
2024
Q3 		$398K Buy
+3,520
New +$393K 0.04% 239
2024
Q2 		– Sell
-16,168
Closed -$1.96M – 338
2024
Q1 		$1.96M Buy
16,168
+13,635
+538% +$1.59M 0.22% 125
2023
Q4 		$335K Buy
+2,533
New +$269K 0.04% 241
2023
Q3 		– Sell
-9,829
Closed -$1.65M – 301
2023
Q2 		$1.65M Buy
9,829
+3,082
+46% +$551K 0.22% 111
2023
Q1 		$1.42M Buy
6,747
+806
+14% +$175K 0.2% 121
2022
Q4 		$1.57M Sell
5,941
-2,179
-27% -$634K 0.29% 95
2022
Q3 		$2.25M Sell
8,120
-2,224
-22% -$600K 0.4% 57
2022
Q2 		$2.02M Sell
10,344
-1,830
-15% -$331K 0.34% 72
2022
Q1 		$2.46M Buy
12,174
+958
+9% +$151K 0.29% 101
2021
Q4 		$2.05M Sell
11,216
-3,553
-24% -$741K 0.22% 132
2021
Q3 		$2.21M Sell
14,769
-1,092
-7% -$187K 0.24% 126
2021
Q2 		$2.91M Buy
15,861
+2,395
+18% +$351K 0.31% 95
2021
Q1 		$2.18M Sell
13,466
-2,526
-16% -$453K 0.25% 137
2020
Q4 		$2.81M Sell
15,992
-4,746
-23% -$602K 0.33% 103
2020
Q3 		$1.71M Buy
+20,738
New +$1.39M 0.24% 133

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

L & S Advisors's ENPH Position: Q4 2024 in Review

L & S Advisors sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 3,520 shares — an estimated $398K sold.

L & S Advisors first reported a position in ENPH in Q3 2020 and held it in 15 quarters. The position peaked at $2.91M in Q2 2021. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • L & S Advisors reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • L & S Advisors sold 3,520 Enphase Energy shares in Q4 2024, an estimated $398K.
  • L & S Advisors first reported a position in Enphase Energy in Q3 2020 and held it in 15 quarters.
  • L & S Advisors's Enphase Energy position peaked at $2.91M in Q2 2021.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on L & S Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.