SFP
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Sweet Financial Partners’s Enphase Energy ENPH Stock Holding History

Sweet Financial Partners’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
Q3 		$396K Hold
3,500
– – 0.09% 141
2024
Q2 		$349K Hold
3,500
– – 0.08% 147
2024
Q1 		$423K Hold
3,500
– – 0.1% 135
2023
Q4 		$462K Buy
+3,500
New +$371K 0.11% 126

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 $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sweet Financial Partners's ENPH Position: Q3 2024 in Review

Sweet Financial Partners held its Enphase Energy (ENPH) position steady in Q3 2024 at 3,500 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #141.

Sweet Financial Partners first reported a position in ENPH in Q4 2023 and has held it in 4 quarters since. The position peaked at $462K in Q4 2023. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Sweet Financial Partners held 3,500 shares of Enphase Energy worth $396K as of Q3 2024.
  • Sweet Financial Partners left its Enphase Energy share count unchanged in Q3 2024.
  • Enphase Energy made up 0.09% of Sweet Financial Partners's portfolio in Q3 2024, its #141 holding.
  • Sweet Financial Partners first reported a position in Enphase Energy in Q4 2023 and has held it in 4 quarters since.
  • Sweet Financial Partners's Enphase Energy position peaked at $462K in Q4 2023.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.