Mirador Capital Partners’s Enphase Energy ENPH Stock Holding History

Mirador Capital 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
2024 Q4	–	Sell	-5,698	Closed	-$644K	–	201
2024 Q3	$644K	Buy	5,698 +466	+9%	+$52.1K	0.12%	113
2024 Q2	$522K	Buy	+5,232	New	+$609K	0.1%	118
2024 Q1	–	Sell	-1,681	Closed	-$222K	–	197
2023 Q4	$222K	Sell	1,681 -2,623	-61%	-$278K	0.05%	172
2023 Q3	$517K	Sell	4,304 -958	-18%	-$136K	0.12%	115
2023 Q2	$881K	Sell	5,262 -720	-12%	-$129K	0.21%	85
2023 Q1	$1.26M	Buy	5,982 +1,019	+21%	+$221K	0.3%	65
2022 Q4	$1.31M	Sell	4,963 -166	-3%	-$48.3K	0.31%	63
2022 Q3	$1.42M	Sell	5,129 -129	-2%	-$34.8K	0.34%	63
2022 Q2	$1.03M	Buy	5,258 +716	+16%	+$129K	0.24%	74
2022 Q1	$916K	Buy	4,542 +758	+20%	+$119K	0.19%	92
2021 Q4	$692K	Buy	3,784 +742	+24%	+$155K	0.15%	113
2021 Q3	$456K	Buy	3,042 +7	+0.2%	+$1.2K	0.1%	143
2021 Q2	$557K	Buy	+3,035	New	+$445K	0.13%	126

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Mirador Capital Partners's ENPH Position: Q4 2024 in Review

Mirador Capital Partners sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 5,698 shares — an estimated $644K sold.

Mirador Capital Partners first reported a position in ENPH in Q2 2021 and held it in 13 quarters. The position peaked at $1.42M in Q3 2022. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Mirador Capital Partners reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
Mirador Capital Partners sold 5,698 Enphase Energy shares in Q4 2024, an estimated $644K.
Mirador Capital Partners first reported a position in Enphase Energy in Q2 2021 and held it in 13 quarters.
Mirador Capital Partners's Enphase Energy position peaked at $1.42M in Q3 2022.
626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Mirador Capital Partners's 13F filing for Q4 2024, filed 15 Jan 2025.