Modus Advisors’s Enphase Energy ENPH Stock Holding History

Modus Advisors’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	-40	Closed	-$2.75K	–	162
2024 Q4	$2.75K	Buy	+40	New	+$3.17K	﹤0.01%	276

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 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Modus Advisors's ENPH Position: Q1 2025 in Review

Modus Advisors sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 40 shares — an estimated $2.75K sold.

Modus Advisors first reported a position in ENPH in Q4 2024 and held it in 1 quarter. The position peaked at $2.75K in Q4 2024. 587 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

Modus Advisors reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
Modus Advisors sold 40 Enphase Energy shares in Q1 2025, an estimated $2.75K.
Modus Advisors first reported a position in Enphase Energy in Q4 2024 and held it in 1 quarter.
Modus Advisors's Enphase Energy position peaked at $2.75K in Q4 2024.
587 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Modus Advisors's 13F filing for Q1 2025, filed 1 Apr 2025.