Raleigh Capital Management’s Enphase Energy ENPH Stock Holding History

Raleigh Capital 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	-5	Closed	-$343	–	705
2024 Q4	$343	Sell	5 -5	-50%	-$397	﹤0.01%	968
2024 Q3	$1.13K	Sell	10 -20	-67%	-$2.23K	﹤0.01%	881
2024 Q2	$2.99K	Buy	30 +15	+100%	+$1.75K	﹤0.01%	737
2024 Q1	$1.81K	Buy	15 +14	+1,400%	+$1.63K	﹤0.01%	778
2023 Q4	$132	Buy	+1	New	+$106	﹤0.01%	1068
2023 Q1	–	Sell	-42	Closed	-$11.1K	–	858
2022 Q4	$11.1K	Buy	42 +32	+320%	+$9.31K	0.01%	411
2022 Q3	$3K	Buy	+10	New	+$2.7K	﹤0.01%	582
2022 Q1	–	Sell	-3	Closed	-$1K	–	620
2021 Q4	$1K	Buy	+3	New	+$626	﹤0.01%	284

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return