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Rehmann Capital Advisory Group’s Enphase Energy ENPH Stock Holding History

Rehmann Capital Advisory Group’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
Q3 		– Sell
-3,743
Closed -$373K – 598
2024
Q2 		$373K Buy
3,743
+344
+10% +$40.1K 0.03% 398
2024
Q1 		$411K Sell
3,399
-108
-3% -$12.6K 0.03% 362
2023
Q4 		$463K Buy
3,507
+949
+37% +$101K 0.04% 327
2023
Q3 		$307K Buy
2,558
+918
+56% +$131K 0.03% 398
2023
Q2 		$275K Buy
+1,640
New +$293K 0.02% 444

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 $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Rehmann Capital Advisory Group's ENPH Position: Q3 2024 in Review

Rehmann Capital Advisory Group sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 3,743 shares — an estimated $373K sold.

Rehmann Capital Advisory Group first reported a position in ENPH in Q2 2023 and held it in 5 quarters. The position peaked at $463K in Q4 2023. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Rehmann Capital Advisory Group reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 3,743 Enphase Energy shares in Q3 2024, an estimated $373K.
  • Rehmann Capital Advisory Group first reported a position in Enphase Energy in Q2 2023 and held it in 5 quarters.
  • Rehmann Capital Advisory Group's Enphase Energy position peaked at $463K in Q4 2023.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2024, filed 18 Nov 2024.