Taylor & Morgan Wealth Management’s Enphase Energy ENPH Stock Holding History

Taylor & Morgan Wealth 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
2024 Q4	–	Sell	-2,335	Closed	-$264K	–	76
2024 Q3	$264K	Hold	2,335	–	–	0.18%	57
2024 Q2	$233K	Sell	2,335 -300	-11%	-$34.9K	0.16%	54
2024 Q1	$319K	Sell	2,635 -150	-5%	-$17.5K	0.23%	49
2023 Q4	$368K	Sell	2,785 -850	-23%	-$90.2K	0.29%	44
2023 Q3	$437K	Sell	3,635 -450	-11%	-$64.1K	0.39%	41
2023 Q2	$684K	Buy	+4,085	New	+$730K	0.56%	29
2022 Q3	–	Sell	-4,113	Closed	-$803K	–	65
2022 Q2	$803K	Buy	4,113 +260	+7%	+$47K	0.76%	28
2022 Q1	$777K	Buy	+3,853	New	+$605K	0.64%	35

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Taylor & Morgan Wealth Management's ENPH Position: Q4 2024 in Review

Taylor & Morgan Wealth Management sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,335 shares — an estimated $264K sold.

Taylor & Morgan Wealth Management first reported a position in ENPH in Q1 2022 and held it in 8 quarters. The position peaked at $803K in Q2 2022. 623 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Taylor & Morgan Wealth Management reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
Taylor & Morgan Wealth Management sold 2,335 Enphase Energy shares in Q4 2024, an estimated $264K.
Taylor & Morgan Wealth Management first reported a position in Enphase Energy in Q1 2022 and held it in 8 quarters.
Taylor & Morgan Wealth Management's Enphase Energy position peaked at $803K in Q2 2022.
623 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Taylor & Morgan Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.