Oak Associates’s Enphase Energy ENPH Stock Holding History

Oak Associates’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	-2,270	Closed	-$257K	–	133
2024 Q3	$257K	Hold	2,270	–	–	0.02%	129
2024 Q2	$226K	Hold	2,270	–	–	0.02%	132
2024 Q1	$275K	Buy	+2,270	New	+$265K	0.02%	133

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Oak Associates's ENPH Position: Q4 2024 in Review

Oak Associates sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,270 shares — an estimated $257K sold.

Oak Associates first reported a position in ENPH in Q1 2024 and held it in 3 quarters. The position peaked at $275K in Q1 2024. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Oak Associates reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
Oak Associates sold 2,270 Enphase Energy shares in Q4 2024, an estimated $257K.
Oak Associates first reported a position in Enphase Energy in Q1 2024 and held it in 3 quarters.
Oak Associates's Enphase Energy position peaked at $275K in Q1 2024.
626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Oak Associates's 13F filing for Q4 2024, filed 13 Feb 2025.