MHS
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M Holdings Securities’s Enphase Energy ENPH Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-5,646
Closed -$563K – 169
2024
Q2 		$563K Buy
+5,646
New +$658K 0.07% 144
2023
Q2 		– Sell
-5,118
Closed -$1.07M – 282
2023
Q1 		$1.07M Buy
5,118
+100
+2% +$21.7K 0.11% 148
2022
Q4 		$1.33M Sell
5,018
-504
-9% -$147K 0.14% 124
2022
Q3 		$1.53M Sell
5,522
-151
-3% -$40.7K 0.17% 107
2022
Q2 		$1.11M Buy
5,673
+427
+8% +$77.2K 0.11% 145
2022
Q1 		$1.06M Buy
+5,246
New +$824K 0.08% 176
2021
Q2 		– Sell
-1,920
Closed -$311K – 312
2021
Q1 		$311K Buy
+1,920
New +$345K 0.03% 376
2020
Q2 		– Sell
-28,226
Closed -$911K – 185
2020
Q1 		$911K Buy
+28,226
New +$1.06M 0.13% 147

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

M Holdings Securities's ENPH Position: Q3 2024 in Review

M Holdings Securities sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 5,646 shares — an estimated $563K sold.

M Holdings Securities first reported a position in ENPH in Q1 2020 and held it in 8 quarters. The position peaked at $1.53M in Q3 2022. 729 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • M Holdings Securities reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 5,646 Enphase Energy shares in Q3 2024, an estimated $563K.
  • M Holdings Securities first reported a position in Enphase Energy in Q1 2020 and held it in 8 quarters.
  • M Holdings Securities's Enphase Energy position peaked at $1.53M in Q3 2022.
  • 729 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.