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Perigon Wealth Management’s Enphase Energy ENPH Stock Holding History

Perigon Wealth 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
2024
Q4 		– Sell
-2,614
Closed -$295K – 1058
2024
Q3 		$295K Sell
2,614
-18
-0.7% -$2.01K 0.01% 800
2024
Q2 		$262K Sell
2,632
-481
-15% -$56K 0.01% 740
2024
Q1 		$377K Sell
3,113
-5,543
-64% -$647K 0.01% 612
2023
Q4 		$1.14M Sell
8,656
-2,129
-20% -$226K 0.04% 316
2023
Q3 		$1.3M Sell
10,785
-702
-6% -$100K 0.05% 264
2023
Q2 		$1.92M Buy
+11,487
New +$2.05M 0.08% 211
2021
Q1 		– Sell
-207
Closed -$36K – 646
2020
Q4 		$36K Buy
+207
New +$26.3K ﹤0.01% 850

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

Perigon Wealth Management's ENPH Position: Q4 2024 in Review

Perigon Wealth Management sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,614 shares — an estimated $295K sold.

Perigon Wealth Management first reported a position in ENPH in Q4 2020 and held it in 7 quarters. The position peaked at $1.92M in Q2 2023. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Perigon Wealth Management reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 2,614 Enphase Energy shares in Q4 2024, an estimated $295K.
  • Perigon Wealth Management first reported a position in Enphase Energy in Q4 2020 and held it in 7 quarters.
  • Perigon Wealth Management's Enphase Energy position peaked at $1.92M in Q2 2023.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.