Metis Global Partners’s Enphase Energy ENPH Stock Holding History

Metis Global Partners’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	-24,938	Closed	-$1.71M	–	796
2024 Q4	$1.71M	Buy	24,938 +7,263	+41%	+$576K	0.05%	320
2024 Q3	$2M	Sell	17,675 -1,231	-7%	-$138K	0.06%	281
2024 Q2	$1.89M	Buy	18,906 +2,592	+16%	+$302K	0.06%	259
2024 Q1	$1.97M	Buy	16,314 +202	+1%	+$23.6K	0.07%	254
2023 Q4	$2.13M	Buy	16,112 +3,189	+25%	+$338K	0.08%	217
2023 Q3	$1.55M	Buy	12,923 +1,073	+9%	+$153K	0.08%	280
2023 Q2	$1.98M	Buy	11,850 +4,212	+55%	+$753K	0.11%	196
2023 Q1	$1.61M	Buy	7,638 +1,375	+22%	+$298K	0.1%	213
2022 Q4	$1.66M	Buy	6,263 +1,207	+24%	+$351K	0.15%	153
2022 Q3	$1.4M	Buy	5,056 +1,387	+38%	+$374K	0.23%	104
2022 Q2	$716K	Buy	3,669 +1,573	+75%	+$284K	0.11%	207
2022 Q1	$423K	Buy	2,096 +920	+78%	+$145K	0.05%	335
2021 Q4	$215K	Buy	+1,176	New	+$245K	0.06%	349

Other funds holding ENPH

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return