SLI
ENPH icon

Sumitomo Life Insurance’s Enphase Energy ENPH Stock Holding History

Sumitomo Life Insurance’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
-3,579
Closed -$404K – 272
2024
Q3 		$404K Buy
3,579
+32
+0.9% +$3.58K 0.01% 257
2024
Q2 		$354K Sell
3,547
-466
-12% -$54.3K 0.01% 260
2024
Q1 		$485K Sell
4,013
-225
-5% -$26.3K 0.01% 248
2023
Q4 		$560K Sell
4,238
-2,895
-41% -$307K 0.02% 235
2023
Q3 		$857K Sell
7,133
-136
-2% -$19.4K 0.02% 192
2023
Q2 		$1.22M Buy
7,269
+181
+3% +$32.3K 0.05% 159
2023
Q1 		$1.49M Sell
7,088
-66
-0.9% -$14.3K 0.13% 129
2022
Q4 		$1.9M Sell
7,154
-2,996
-30% -$872K 0.14% 96
2022
Q3 		$2.82M Buy
10,150
+239
+2% +$64.5K 0.12% 50
2022
Q2 		$1.94M Buy
9,911
+127
+1% +$23K 0.05% 99
2022
Q1 		$1.97M Buy
9,784
+235
+2% +$36.9K 0.05% 117
2021
Q4 		$1.75M Sell
9,549
-307
-3% -$64.1K 0.04% 145
2021
Q3 		$1.48M Sell
9,856
-370
-4% -$63.5K 0.04% 158
2021
Q2 		$1.88M Buy
+10,226
New +$1.5M 0.06% 129

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

Sumitomo Life Insurance's ENPH Position: Q4 2024 in Review

Sumitomo Life Insurance sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 3,579 shares — an estimated $404K sold.

Sumitomo Life Insurance first reported a position in ENPH in Q2 2021 and held it in 14 quarters. The position peaked at $2.82M in Q3 2022. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Sumitomo Life Insurance reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Sumitomo Life Insurance sold 3,579 Enphase Energy shares in Q4 2024, an estimated $404K.
  • Sumitomo Life Insurance first reported a position in Enphase Energy in Q2 2021 and held it in 14 quarters.
  • Sumitomo Life Insurance's Enphase Energy position peaked at $2.82M in Q3 2022.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Sumitomo Life Insurance's 13F filing for Q4 2024, filed 23 Jan 2025.