MGAM
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McGowan Group Asset Management’s Enphase Energy ENPH Stock Holding History

McGowan Group Asset 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
-16,670
Closed -$1.14M – 126
2024
Q4 		$1.14M Buy
16,670
+319
+2% +$25.3K 0.15% 51
2024
Q3 		$1.85M Buy
16,351
+788
+5% +$88K 0.24% 45
2024
Q2 		$1.55M Buy
15,563
+617
+4% +$71.9K 0.22% 43
2024
Q1 		$1.81M Sell
14,946
-240
-2% -$28K 0.26% 41
2023
Q4 		$2.01M Buy
15,186
+784
+5% +$83.2K 0.32% 41
2023
Q3 		$1.73M Buy
14,402
+1,757
+14% +$250K 0.27% 43
2023
Q2 		$2.12M Buy
12,645
+1,759
+16% +$314K 0.33% 44
2023
Q1 		$2.29M Buy
10,886
+1,158
+12% +$251K 0.36% 40
2022
Q4 		$2.58M Buy
9,728
+4,115
+73% +$1.2M 0.41% 38
2022
Q3 		$1.56M Buy
5,613
+418
+8% +$113K 0.27% 42
2022
Q2 		$1.01M Buy
5,195
+1,661
+47% +$300K 0.17% 47
2022
Q1 		$713K Sell
3,534
-585
-14% -$91.9K 0.11% 64
2021
Q4 		$754K Buy
+4,119
New +$859K 0.13% 60

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $107B AUM 24.58% 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

McGowan Group Asset Management's ENPH Position: Q1 2025 in Review

McGowan Group Asset Management sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 16,670 shares — an estimated $1.14M sold.

McGowan Group Asset Management first reported a position in ENPH in Q4 2021 and held it in 13 quarters. The position peaked at $2.58M in Q4 2022. 588 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • McGowan Group Asset Management reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • McGowan Group Asset Management sold 16,670 Enphase Energy shares in Q1 2025, an estimated $1.14M.
  • McGowan Group Asset Management first reported a position in Enphase Energy in Q4 2021 and held it in 13 quarters.
  • McGowan Group Asset Management's Enphase Energy position peaked at $2.58M in Q4 2022.
  • 588 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on McGowan Group Asset Management's 13F filing for Q1 2025, filed 15 May 2025.