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Savant Capital’s Enphase Energy ENPH Stock Holding History

Savant Capital’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
-2,760
Closed -$312K – 1448
2024
Q3 		$312K Sell
2,760
-518
-16% -$57.9K ﹤0.01% 1070
2024
Q2 		$327K Sell
3,278
-267
-8% -$31.1K ﹤0.01% 950
2024
Q1 		$429K Sell
3,545
-515
-13% -$60.1K ﹤0.01% 782
2023
Q4 		$536K Buy
4,060
+346
+9% +$36.7K 0.01% 549
2023
Q3 		$446K Sell
3,714
-383
-9% -$54.6K 0.01% 550
2023
Q2 		$686K Buy
4,097
+1,436
+54% +$257K 0.01% 457
2023
Q1 		$560K Buy
2,661
+311
+13% +$67.4K 0.01% 435
2022
Q4 		$623K Buy
2,350
+38
+2% +$11.1K 0.02% 331
2022
Q3 		$642K Buy
2,312
+17
+0.7% +$4.58K 0.02% 305
2022
Q2 		$448K Buy
2,295
+28
+1% +$5.06K 0.01% 361
2022
Q1 		$457K Buy
2,267
+230
+11% +$36.1K 0.02% 373
2021
Q4 		$373K Sell
2,037
-69
-3% -$14.4K 0.01% 410
2021
Q3 		$316K Sell
2,106
-361
-15% -$61.9K 0.01% 409
2021
Q2 		$453K Buy
+2,467
New +$362K 0.02% 323

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Savant Capital's ENPH Position: Q4 2024 in Review

Savant Capital sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,760 shares — an estimated $312K sold.

Savant Capital first reported a position in ENPH in Q2 2021 and held it in 14 quarters. The position peaked at $686K in Q2 2023. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Savant Capital reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Savant Capital sold 2,760 Enphase Energy shares in Q4 2024, an estimated $312K.
  • Savant Capital first reported a position in Enphase Energy in Q2 2021 and held it in 14 quarters.
  • Savant Capital's Enphase Energy position peaked at $686K in Q2 2023.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Savant Capital's 13F filing for Q4 2024, filed 29 Jan 2025.