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Sigma Planning Corp’s Enphase Energy ENPH Stock Holding History

Sigma Planning Corp’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
-1,859
Closed -$210K – 1191
2024
Q3 		$210K Buy
+1,859
New +$208K 0.01% 1115
2023
Q3 		– Sell
-1,617
Closed -$271K – 1233
2023
Q2 		$271K Sell
1,617
-645
-29% -$115K 0.01% 981
2023
Q1 		$476K Sell
2,262
-1,548
-41% -$335K 0.02% 814
2022
Q4 		$1.01M Buy
3,810
+2,011
+112% +$585K 0.04% 477
2022
Q3 		$499K Buy
1,799
+235
+15% +$63.4K 0.02% 730
2022
Q2 		$305K Sell
1,564
-228
-13% -$41.2K 0.01% 979
2022
Q1 		$362K Sell
1,792
-479
-21% -$75.3K 0.01% 978
2021
Q4 		$415K Sell
2,271
-249
-10% -$52K 0.01% 924
2021
Q3 		$378K Buy
2,520
+121
+5% +$20.8K 0.01% 936
2021
Q2 		$441K Buy
2,399
+390
+19% +$57.2K 0.01% 886
2021
Q1 		$326K Sell
2,009
-413
-17% -$74.1K 0.01% 940
2020
Q4 		$425K Sell
2,422
-6,375
-72% -$809K 0.01% 760
2020
Q3 		$727K Buy
+8,797
New +$589K 0.03% 486

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
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

Sigma Planning Corp's ENPH Position: Q4 2024 in Review

Sigma Planning Corp sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 1,859 shares — an estimated $210K sold.

Sigma Planning Corp first reported a position in ENPH in Q3 2020 and held it in 13 quarters. The position peaked at $1.01M in Q4 2022. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Sigma Planning Corp reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 1,859 Enphase Energy shares in Q4 2024, an estimated $210K.
  • Sigma Planning Corp first reported a position in Enphase Energy in Q3 2020 and held it in 13 quarters.
  • Sigma Planning Corp's Enphase Energy position peaked at $1.01M in Q4 2022.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.