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Pinnacle Associates’s Enphase Energy ENPH Stock Holding History

Pinnacle 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
-1,995
Closed -$264K – 850
2024
Q3 		$264K Sell
1,995
-805
-29% -$89.9K ﹤0.01% 712
2024
Q2 		$279K Buy
2,800
+290
+12% +$33.8K ﹤0.01% 705
2024
Q1 		$304K Buy
2,510
+515
+26% +$60.1K ﹤0.01% 702
2023
Q4 		$264K Sell
1,995
-602
-23% -$63.8K ﹤0.01% 722
2023
Q3 		$312K Buy
2,597
+358
+16% +$51K 0.01% 663
2023
Q2 		$375K Buy
2,239
+1,196
+115% +$214K 0.01% 626
2023
Q1 		$219K Hold
1,043
– – ﹤0.01% 709
2022
Q4 		$276K Buy
1,043
+102
+11% +$29.7K 0.01% 631
2022
Q3 		$261K Buy
+941
New +$254K 0.01% 632
2022
Q2 		– Sell
-3,347
Closed -$675K – 757
2022
Q1 		$675K Buy
+3,347
New +$526K 0.01% 504

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 $3.37T AUM 44.26% 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

Pinnacle Associates's ENPH Position: Q4 2024 in Review

Pinnacle Associates sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 1,995 shares — an estimated $264K sold.

Pinnacle Associates first reported a position in ENPH in Q1 2022 and held it in 10 quarters. The position peaked at $675K in Q1 2022. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Pinnacle Associates reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Associates sold 1,995 Enphase Energy shares in Q4 2024, an estimated $264K.
  • Pinnacle Associates first reported a position in Enphase Energy in Q1 2022 and held it in 10 quarters.
  • Pinnacle Associates's Enphase Energy position peaked at $675K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.