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Stiles Financial Services’s Enphase Energy ENPH Stock Holding History

Stiles Financial Services’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
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

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stiles Financial Services's ENPH Position: Q1 2025 in Review

Stiles Financial Services sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 10,735 shares — an estimated $737K sold.

Stiles Financial Services first reported a position in ENPH in Q4 2021 and held it in 13 quarters. The position peaked at $1.96M in Q3 2022. 590 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Stiles Financial Services reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Stiles Financial Services sold 10,735 Enphase Energy shares in Q1 2025, an estimated $737K.
  • Stiles Financial Services first reported a position in Enphase Energy in Q4 2021 and held it in 13 quarters.
  • Stiles Financial Services's Enphase Energy position peaked at $1.96M in Q3 2022.
  • 590 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Stiles Financial Services's 13F filing for Q1 2025, filed 22 Apr 2025.