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NewEdge Wealth’s Enphase Energy ENPH Stock Holding History

NewEdge Wealth’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
-1,935
Closed -$219K – 927
2024
Q3 		$219K Buy
+1,935
New +$216K ﹤0.01% 818
2024
Q2 		– Sell
-1,963
Closed -$208K – 784
2024
Q1 		$208K Sell
1,963
-624
-24% -$72.8K ﹤0.01% 761
2023
Q4 		$342K Sell
2,587
-308
-11% -$32.7K 0.01% 588
2023
Q3 		$348K Buy
+2,895
New +$412K 0.01% 518
2023
Q1 		– Sell
-870
Closed -$231K – 621
2022
Q4 		$231K Sell
870
-44
-5% -$12.8K 0.01% 494
2022
Q3 		$254K Sell
914
-310
-25% -$83.6K 0.01% 455
2022
Q2 		$239K Buy
+1,224
New +$221K 0.01% 503

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

NewEdge Wealth's ENPH Position: Q4 2024 in Review

NewEdge Wealth sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 1,935 shares — an estimated $219K sold.

NewEdge Wealth first reported a position in ENPH in Q2 2022 and held it in 7 quarters. The position peaked at $348K in Q3 2023. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • NewEdge Wealth reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • NewEdge Wealth sold 1,935 Enphase Energy shares in Q4 2024, an estimated $219K.
  • NewEdge Wealth first reported a position in Enphase Energy in Q2 2022 and held it in 7 quarters.
  • NewEdge Wealth's Enphase Energy position peaked at $348K in Q3 2023.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on NewEdge Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.