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Raymond James & Associates’s Enphase Energy ENPH Stock Holding History

Raymond James & 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
2023
Q3 		– Sell
-1,000
Closed -$170K – 3831
2023
Q2 		$170K Hold
1,000
– – ﹤0.01% 3525
2023
Q1 		$170K Buy
+1,000
New +$217K ﹤0.01% 3532

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Raymond James & Associates's ENPH Position: Q3 2024 in Review

Raymond James & Associates increased its Enphase Energy (ENPH) stake by 3.9% in Q3 2024, buying an estimated $415K and bringing the position to 98,039 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1164.

Raymond James & Associates first reported a position in ENPH in Q3 2019 and has held it in 20 quarters since. The position peaked at $24.7M in Q3 2022. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Raymond James & Associates held 98,039 shares of Enphase Energy worth $11.1M as of Q3 2024.
  • Raymond James & Associates bought 3,712 Enphase Energy shares in Q3 2024, an estimated $415K.
  • Enphase Energy made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1164 holding.
  • Raymond James & Associates first reported a position in Enphase Energy in Q3 2019 and has held it in 20 quarters since.
  • Raymond James & Associates's Enphase Energy position peaked at $24.7M in Q3 2022.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.