NW
ENPH icon

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 $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