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Nations Financial Group’s Enphase Energy ENPH Stock Holding History

Nations Financial Group’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
Q3 		– Sell
-3,722
Closed -$371K – 681
2024
Q2 		$371K Sell
3,722
-513
-12% -$59.8K 0.03% 488
2024
Q1 		$512K Buy
4,235
+24
+0.6% +$2.8K 0.04% 411
2023
Q4 		$556K Sell
4,211
-1,071
-20% -$114K 0.05% 361
2023
Q3 		$635K Buy
5,282
+1,386
+36% +$197K 0.06% 310
2023
Q2 		$653K Buy
3,896
+801
+26% +$143K 0.06% 321
2023
Q1 		$651K Sell
3,095
-1,384
-31% -$300K 0.07% 301
2022
Q4 		$1.19M Buy
4,479
+332
+8% +$96.6K 0.13% 191
2022
Q3 		$1.15M Sell
4,147
-179
-4% -$48.3K 0.17% 151
2022
Q2 		$845K Sell
4,326
-57
-1% -$10.3K 0.11% 212
2022
Q1 		$884K Sell
4,383
-123
-3% -$19.3K 0.11% 208
2021
Q4 		$824K Buy
4,506
+105
+2% +$21.9K 0.11% 199
2021
Q3 		$660K Buy
4,401
+502
+13% +$86.1K 0.1% 224
2021
Q2 		$716K Sell
3,899
-1,094
-22% -$160K 0.12% 203
2021
Q1 		$810K Sell
4,993
-207
-4% -$37.2K 0.18% 149
2020
Q4 		$912K Sell
5,200
-3,249
-38% -$412K 0.24% 123
2020
Q3 		$698K Buy
8,449
+3,537
+72% +$237K 0.22% 136
2020
Q2 		$234K Buy
+4,912
New +$235K 0.08% 237

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Nations Financial Group's ENPH Position: Q3 2024 in Review

Nations Financial Group sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 3,722 shares — an estimated $371K sold.

Nations Financial Group first reported a position in ENPH in Q2 2020 and held it in 17 quarters. The position peaked at $1.19M in Q4 2022. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Nations Financial Group reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Nations Financial Group sold 3,722 Enphase Energy shares in Q3 2024, an estimated $371K.
  • Nations Financial Group first reported a position in Enphase Energy in Q2 2020 and held it in 17 quarters.
  • Nations Financial Group's Enphase Energy position peaked at $1.19M in Q4 2022.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Nations Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.