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NIA Impact Advisors’s Enphase Energy ENPH Stock Holding History

NIA Impact Advisors’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
-4,938
Closed -$558K – 115
2024
Q3 		$558K Buy
4,938
+1,845
+60% +$206K 0.19% 77
2024
Q2 		$308K Sell
3,093
-154
-5% -$17.9K 0.11% 91
2024
Q1 		$393K Buy
+3,247
New +$379K 0.16% 77

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
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

NIA Impact Advisors's ENPH Position: Q4 2024 in Review

NIA Impact Advisors sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 4,938 shares — an estimated $558K sold.

NIA Impact Advisors first reported a position in ENPH in Q1 2024 and held it in 3 quarters. The position peaked at $558K in Q3 2024. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • NIA Impact Advisors reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • NIA Impact Advisors sold 4,938 Enphase Energy shares in Q4 2024, an estimated $558K.
  • NIA Impact Advisors first reported a position in Enphase Energy in Q1 2024 and held it in 3 quarters.
  • NIA Impact Advisors's Enphase Energy position peaked at $558K in Q3 2024.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on NIA Impact Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.