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OFI Invest Asset Management’s Enphase Energy ENPH Stock Holding History

OFI Invest Asset Management’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
2025
Q1 		– Sell
-28,389
Closed -$1.88M – 379
2024
Q4 		$1.88M Buy
+28,389
New +$2.25M 0.04% 157
2023
Q2 		– Sell
-2,048,337
Closed -$9.74M – 118
2023
Q1 		$9.74M Buy
+2,048,337
New +$444M 0.05% 89

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OFI Invest Asset Management's ENPH Position: Q1 2025 in Review

OFI Invest Asset Management sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 28,389 shares — an estimated $1.88M sold.

OFI Invest Asset Management first reported a position in ENPH in Q1 2023 and held it in 2 quarters. The position peaked at $9.74M in Q1 2023. 587 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • OFI Invest Asset Management reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • OFI Invest Asset Management sold 28,389 Enphase Energy shares in Q1 2025, an estimated $1.88M.
  • OFI Invest Asset Management first reported a position in Enphase Energy in Q1 2023 and held it in 2 quarters.
  • OFI Invest Asset Management's Enphase Energy position peaked at $9.74M in Q1 2023.
  • 587 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on OFI Invest Asset Management's 13F filing for Q1 2025, filed 9 May 2025.