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New Covenant Trust Company’s Enphase Energy ENPH Stock Holding History

New Covenant Trust Company’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
-1,923
Closed -$221K – 93
2024
Q3 		$221K Hold
1,923
– – 0.21% 81
2024
Q2 		$203K Hold
1,923
– – 0.23% 76
2024
Q1 		$233K Buy
+1,923
New +$224K 0.23% 69

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

New Covenant Trust Company's ENPH Position: Q4 2024 in Review

New Covenant Trust Company sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 1,923 shares — an estimated $221K sold.

New Covenant Trust Company first reported a position in ENPH in Q1 2024 and held it in 3 quarters. The position peaked at $233K in Q1 2024. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • New Covenant Trust Company reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • New Covenant Trust Company sold 1,923 Enphase Energy shares in Q4 2024, an estimated $221K.
  • New Covenant Trust Company first reported a position in Enphase Energy in Q1 2024 and held it in 3 quarters.
  • New Covenant Trust Company's Enphase Energy position peaked at $233K in Q1 2024.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on New Covenant Trust Company's 13F filing for Q4 2024, filed 6 Feb 2025.