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SFS
Stiles Financial Services’s
Enphase Energy
ENPH
Stock Holding History
Stiles Financial Services’s Portfolio
ENPH Stock Details
ENPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-10,735
Closed
-$737K
–
175
2024
Q4
$737K
Sell
10,735
-615
-5%
-$48.8K
0.27%
90
2024
Q3
$1.28M
Sell
11,350
-131
-1%
-$14.6K
0.45%
70
2024
Q2
$1.14M
Sell
11,481
-360
-3%
-$41.9K
0.44%
67
2024
Q1
$1.43M
Buy
11,841
+1,285
+12%
+$150K
0.57%
60
2023
Q4
$1.39M
Buy
10,556
+995
+10%
+$106K
0.63%
52
2023
Q3
$1.15M
Buy
9,561
+1,858
+24%
+$265K
0.6%
55
2023
Q2
$1.29M
Buy
7,703
+538
+8%
+$96.1K
0.64%
54
2023
Q1
$1.51M
Buy
7,165
+846
+13%
+$183K
0.81%
38
2022
Q4
$1.67M
Sell
6,319
-758
-11%
-$221K
0.96%
30
2022
Q3
$1.96M
Buy
7,077
+842
+14%
+$227K
1.19%
23
2022
Q2
$1.22M
Buy
6,235
+73
+1%
+$13.2K
0.73%
40
2022
Q1
$1.24M
Buy
6,162
+13
+0.2%
+$2.04K
0.62%
47
2021
Q4
$1.13M
Buy
+6,149
New
+$1.28M
0.54%
56
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.72T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Nordea Investment Management
Stockholm, Sweden
$107B AUM
24.58%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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