Leavell Investment Management’s Enphase Energy ENPH Stock Holding History

Leavell Investment Management’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
2025 Q1	–	Sell	-6,000	Closed	-$412K	–	558
2024 Q4	$412K	Sell	6,000 -64	-1%	-$5.08K	0.02%	408
2024 Q3	$685K	Buy	6,064 +51	+0.8%	+$5.7K	0.03%	340
2024 Q2	$600K	Sell	6,013 -3	-0%	-$349	0.03%	334
2024 Q1	$728K	Hold	6,016	–	–	0.04%	301
2023 Q4	$795K	Buy	6,016 +16	+0.3%	+$1.7K	0.05%	284
2023 Q3	$721K	Hold	6,000	–	–	0.05%	288
2023 Q2	$1M	Hold	6,000	–	–	0.07%	246
2023 Q1	$1.26M	Hold	6,000	–	–	0.09%	208
2022 Q4	$1.59M	Hold	6,000	–	–	0.12%	182
2022 Q3	$1.67M	Hold	6,000	–	–	0.13%	156
2022 Q2	$1.17M	Hold	6,000	–	–	0.09%	204
2022 Q1	$1.21M	Hold	6,000	–	–	0.08%	215
2021 Q4	$1.1M	Buy	+6,000	New	+$1.25M	0.07%	227

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leavell Investment Management's ENPH Position: Q1 2025 in Review

Leavell Investment Management sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 6,000 shares — an estimated $412K sold.

Leavell Investment Management first reported a position in ENPH in Q4 2021 and held it in 13 quarters. The position peaked at $1.67M in Q3 2022. 591 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

Leavell Investment Management reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
Leavell Investment Management sold 6,000 Enphase Energy shares in Q1 2025, an estimated $412K.
Leavell Investment Management first reported a position in Enphase Energy in Q4 2021 and held it in 13 quarters.
Leavell Investment Management's Enphase Energy position peaked at $1.67M in Q3 2022.
591 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Leavell Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.