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Lindbrook Capital’s Enphase Energy ENPH Stock Holding History

Lindbrook Capital’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 		$20.7K Sell
333
-187
-36% -$11.8K ﹤0.01% 1335
2024
Q4 		$35.7K Buy
520
+91
+21% +$7.22K ﹤0.01% 960
2024
Q3 		$48.5K Sell
429
-91
-18% -$10.2K ﹤0.01% 834
2024
Q2 		$51.8K Buy
520
+93
+22% +$10.8K ﹤0.01% 783
2024
Q1 		$51.7K Buy
427
+144
+51% +$16.8K ﹤0.01% 771
2023
Q4 		$37.4K Sell
283
-181
-39% -$19.2K ﹤0.01% 870
2023
Q3 		$55.7K Buy
464
+3
+0.7% +$427 0.01% 645
2023
Q2 		$77.2K Buy
461
+156
+51% +$27.9K 0.01% 562
2023
Q1 		$64.1K Sell
305
-101
-25% -$21.9K 0.01% 599
2022
Q4 		$108K Buy
406
+66
+19% +$19.2K 0.01% 462
2022
Q3 		$95K Buy
340
+91
+37% +$24.5K 0.02% 446
2022
Q2 		$49K Buy
249
+91
+58% +$16.5K 0.01% 663
2022
Q1 		$32K Buy
158
+58
+58% +$9.11K ﹤0.01% 838
2021
Q4 		$18K Sell
100
-10
-9% -$2.09K ﹤0.01% 1051
2021
Q3 		$16K Sell
110
-20
-15% -$3.43K ﹤0.01% 821
2021
Q2 		$24K Sell
130
-101
-44% -$14.8K 0.01% 718
2021
Q1 		$37K Buy
231
+51
+28% +$9.15K 0.01% 545
2020
Q4 		$32K Buy
180
+80
+80% +$10.1K 0.01% 537
2020
Q3 		$8K Buy
+100
New +$6.7K ﹤0.01% 907

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's ENPH Position: Q1 2025 in Review

Lindbrook Capital reduced its Enphase Energy (ENPH) stake by 36% in Q1 2025, selling an estimated $11.8K and leaving 333 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Lindbrook Capital first reported a position in ENPH in Q3 2020 and has held it in 19 quarters since. The position peaked at $108K in Q4 2022. 590 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Lindbrook Capital held 333 shares of Enphase Energy worth $20.7K as of Q1 2025.
  • Lindbrook Capital sold 187 Enphase Energy shares in Q1 2025, an estimated $11.8K.
  • Enphase Energy made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1335 holding.
  • Lindbrook Capital first reported a position in Enphase Energy in Q3 2020 and has held it in 19 quarters since.
  • Lindbrook Capital's Enphase Energy position peaked at $108K in Q4 2022.
  • 590 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.