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NWM
Nicola Wealth Management’s
Enphase Energy
ENPH
Stock Holding History
Nicola Wealth Management’s Portfolio
ENPH Stock Details
ENPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-28,000
Closed
-$1.11M
–
81
2025
Q2
$1.11M
Buy
28,000
+5,000
+22%
+$231K
0.1%
92
2025
Q1
$1.43M
Sell
23,000
-8,000
-26%
-$506K
0.14%
91
2024
Q4
$2.13M
Buy
31,000
+11,000
+55%
+$873K
0.2%
83
2024
Q3
$2.26M
Sell
20,000
-3,000
-13%
-$335K
0.18%
81
2024
Q2
$2.29M
Sell
23,000
-2,000
-8%
-$233K
0.2%
81
2024
Q1
$3.02M
Buy
25,000
+4,000
+19%
+$467K
0.29%
78
2023
Q4
$2.77M
Sell
21,000
-10,000
-32%
-$1.06M
0.29%
80
2023
Q3
$3.72M
Buy
31,000
+7,000
+29%
+$997K
0.4%
62
2023
Q2
$4.02M
Buy
24,000
+5,500
+30%
+$983K
0.39%
64
2023
Q1
$3.89M
Buy
18,500
+2,500
+16%
+$541K
0.38%
63
2022
Q4
$4.24M
Sell
16,000
-3,000
-16%
-$873K
0.43%
67
2022
Q3
$5.27M
Sell
19,000
-1,000
-5%
-$270K
0.58%
60
2022
Q2
$3.9M
Sell
20,000
-3,000
-13%
-$542K
0.37%
76
2022
Q1
$4.64M
Buy
+23,000
New
+$3.61M
0.41%
77
Other funds holding ENPH
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
D.E. Shaw & Co
New York
$166B AUM
43.98%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Two Sigma Investments
New York
$124B AUM
33.93%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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