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Scotia Capital’s Enphase Energy ENPH Stock Holding History

Scotia 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
-1,841
Closed -$208K – 882
2024
Q3 		$208K Sell
1,841
-19,235
-91% -$2.15M ﹤0.01% 773
2024
Q2 		$2.1M Buy
21,076
+476
+2% +$55.4K 0.01% 368
2024
Q1 		$2.49M Buy
20,600
+639
+3% +$74.6K 0.01% 348
2023
Q4 		$2.64M Sell
19,961
-3,575
-15% -$379K 0.02% 316
2023
Q3 		$2.83M Buy
+23,536
New +$3.35M 0.02% 296
2023
Q2 		– Sell
-8,693
Closed -$1.83M – 800
2023
Q1 		$1.83M Buy
8,693
+768
+10% +$166K 0.01% 362
2022
Q4 		$2.1M Buy
+7,925
New +$2.31M 0.02% 340
2022
Q3 		– Sell
-1,917
Closed -$374K – 800
2022
Q2 		$374K Buy
+1,917
New +$347K ﹤0.01% 614
2022
Q1 		– Sell
-5,544
Closed -$1.01M – 899
2021
Q4 		$1.01M Buy
5,544
+1,732
+45% +$361K 0.01% 517
2021
Q3 		$572K Sell
3,812
-355
-9% -$60.9K ﹤0.01% 606
2021
Q2 		$765K Sell
4,167
-4,013
-49% -$589K 0.01% 562
2021
Q1 		$1.33M Buy
+8,180
New +$1.47M 0.01% 427

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

Scotia Capital's ENPH Position: Q4 2024 in Review

Scotia Capital sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 1,841 shares — an estimated $208K sold.

Scotia Capital first reported a position in ENPH in Q1 2021 and held it in 12 quarters. The position peaked at $2.83M in Q3 2023. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Scotia Capital reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Scotia Capital sold 1,841 Enphase Energy shares in Q4 2024, an estimated $208K.
  • Scotia Capital first reported a position in Enphase Energy in Q1 2021 and held it in 12 quarters.
  • Scotia Capital's Enphase Energy position peaked at $2.83M in Q3 2023.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Scotia Capital's 13F filing for Q4 2024, filed 13 Feb 2025.