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Montrusco Bolton Investments’s Enphase Energy ENPH Stock Holding History

Montrusco Bolton Investments’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
-63,430
Closed -$4.36M – 65
2024
Q4 		$4.36M Sell
63,430
-815,128
-93% -$64.7M 0.05% 56
2024
Q3 		$99.3M Buy
878,558
+424,327
+93% +$47.4M 1.05% 23
2024
Q2 		$45.3M Buy
454,231
+394,872
+665% +$46M 0.48% 35
2024
Q1 		$7.18M Sell
59,359
-6,143
-9% -$717K 0.08% 51
2023
Q4 		$8.66M Buy
+65,502
New +$6.95M 0.11% 50

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

Montrusco Bolton Investments's ENPH Position: Q1 2025 in Review

Montrusco Bolton Investments sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 63,430 shares — an estimated $4.36M sold.

Montrusco Bolton Investments first reported a position in ENPH in Q4 2023 and held it in 5 quarters. The position peaked at $99.3M in Q3 2024. 588 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Montrusco Bolton Investments reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Montrusco Bolton Investments sold 63,430 Enphase Energy shares in Q1 2025, an estimated $4.36M.
  • Montrusco Bolton Investments first reported a position in Enphase Energy in Q4 2023 and held it in 5 quarters.
  • Montrusco Bolton Investments's Enphase Energy position peaked at $99.3M in Q3 2024.
  • 588 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Montrusco Bolton Investments's 13F filing for Q1 2025, filed 2 May 2025.