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Prime Capital Investment Advisors’s Enphase Energy ENPH Stock Holding History

Prime Capital Investment Advisors’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
-1,840
Closed -$208K – 942
2024
Q3 		$208K Buy
+1,840
New +$206K ﹤0.01% 851
2024
Q2 		– Sell
-2,383
Closed -$288K – 957
2024
Q1 		$288K Buy
2,383
+117
+5% +$13.7K ﹤0.01% 786
2023
Q4 		$299K Sell
2,266
-10,709
-83% -$1.14M ﹤0.01% 738
2023
Q3 		$1.56M Buy
+12,975
New +$1.85M 0.03% 281
2020
Q4 		– Sell
-117
Closed -$10K – 467
2020
Q3 		$10K Buy
+117
New +$7.84K ﹤0.01% 401
2019
Q3 		– Sell
-77
Closed -$1K – 612
2019
Q2 		$1K Buy
+77
New +$1.06K ﹤0.01% 342

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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 $95.1B AUM 30.55% 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