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Plato Investment Management’s Enphase Energy ENPH Stock Holding History

Plato Investment 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
-180
Closed -$12.4K – 552
2024
Q4 		$12.4K Sell
180
-682
-79% -$54.1K ﹤0.01% 543
2024
Q3 		$97.3K Hold
862
– – 0.01% 428
2024
Q2 		$86K Hold
862
– – 0.01% 379
2024
Q1 		$104K Buy
862
+525
+156% +$61.3K 0.01% 346
2023
Q4 		$44.5K Buy
+337
New +$35.7K 0.05% 235

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

Plato Investment Management's ENPH Position: Q1 2025 in Review

Plato Investment Management sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 180 shares — an estimated $12.4K sold.

Plato Investment Management first reported a position in ENPH in Q4 2023 and held it in 5 quarters. The position peaked at $104K in Q1 2024. 587 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Plato Investment Management reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Plato Investment Management sold 180 Enphase Energy shares in Q1 2025, an estimated $12.4K.
  • Plato Investment Management first reported a position in Enphase Energy in Q4 2023 and held it in 5 quarters.
  • Plato Investment Management's Enphase Energy position peaked at $104K in Q1 2024.
  • 587 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.