SWM
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SeaCrest Wealth Management’s Enphase Energy ENPH Stock Holding History

SeaCrest Wealth 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
Q3 		– Sell
-6,185
Closed -$245K – 645
2025
Q2 		$245K Sell
6,185
-487
-7% -$22.5K 0.03% 510
2025
Q1 		$414K Buy
6,672
+68
+1% +$4.3K 0.05% 384
2024
Q4 		$454K Sell
6,604
-838
-11% -$66.5K 0.05% 365
2024
Q3 		$841K Sell
7,442
-456
-6% -$50.9K 0.09% 222
2024
Q2 		$788K Buy
+7,898
New +$920K 0.09% 214
2023
Q4 		– Sell
-4,288
Closed -$515K – 632
2023
Q3 		$515K Buy
+4,288
New +$611K 0.07% 296
2022
Q3 		– Sell
-296
Closed -$58K – 872
2022
Q2 		$58K Buy
+296
New +$53.5K 0.01% 1051

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return