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Sumitomo Mitsui DS Asset Management’s Enphase Energy ENPH Stock Holding History

Sumitomo Mitsui DS Asset 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
Q1 		– Sell
-13,403
Closed -$921K – 775
2024
Q4 		$921K Sell
13,403
-10,553
-44% -$837K 0.01% 637
2024
Q3 		$2.71M Buy
23,956
+322
+1% +$36K 0.03% 410
2024
Q2 		$2.36M Sell
23,634
-3,585
-13% -$418K 0.03% 413
2024
Q1 		$3.29M Sell
27,219
-9,191
-25% -$1.07M 0.04% 341
2023
Q4 		$4.81M Sell
36,410
-27,656
-43% -$2.93M 0.06% 267
2023
Q3 		$7.7M Sell
64,066
-9,876
-13% -$1.41M 0.12% 153
2023
Q2 		$12.4M Buy
73,942
+10,093
+16% +$1.8M 0.19% 103
2023
Q1 		$13.4M Buy
63,849
+2,336
+4% +$506K 0.24% 77
2022
Q4 		$16.3M Sell
61,513
-5,200
-8% -$1.51M 0.33% 63
2022
Q3 		$18.5M Sell
66,713
-10,614
-14% -$2.86M 0.42% 54
2022
Q2 		$15.1M Buy
77,327
+1,243
+2% +$225K 0.36% 61
2022
Q1 		$15.4M Buy
76,084
+9,612
+14% +$1.51M 0.33% 65
2021
Q4 		$12.2M Buy
66,472
+19,523
+42% +$4.07M 0.25% 85
2021
Q3 		$7.04M Buy
46,949
+13,762
+41% +$2.36M 0.17% 122
2021
Q2 		$6.09M Buy
33,187
+25,539
+334% +$3.75M 0.14% 139
2021
Q1 		$1.24M Buy
7,648
+895
+13% +$161K 0.03% 424
2020
Q4 		$1.18M Buy
+6,753
New +$856K 0.03% 415

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's ENPH Position: Q1 2025 in Review

Sumitomo Mitsui DS Asset Management sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 13,403 shares — an estimated $921K sold.

Sumitomo Mitsui DS Asset Management first reported a position in ENPH in Q4 2020 and held it in 17 quarters. The position peaked at $18.5M in Q3 2022. 587 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Sumitomo Mitsui DS Asset Management reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 13,403 Enphase Energy shares in Q1 2025, an estimated $921K.
  • Sumitomo Mitsui DS Asset Management first reported a position in Enphase Energy in Q4 2020 and held it in 17 quarters.
  • Sumitomo Mitsui DS Asset Management's Enphase Energy position peaked at $18.5M in Q3 2022.
  • 587 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.