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United Asset Strategies’s Enphase Energy ENPH Stock Holding History

United Asset Strategies’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
-7,331
Closed -$829K – 236
2024
Q3 		$829K Buy
7,331
+835
+13% +$93.3K 0.08% 153
2024
Q2 		$648K Buy
6,496
+150
+2% +$17.5K 0.06% 169
2024
Q1 		$768K Buy
6,346
+141
+2% +$16.5K 0.08% 170
2023
Q4 		$820K Buy
6,205
+1,977
+47% +$210K 0.09% 154
2023
Q3 		$508K Buy
4,228
+470
+13% +$67K 0.07% 179
2023
Q2 		$629K Buy
+3,758
New +$671K 0.08% 157
2022
Q3 		– Sell
-1,475
Closed -$288K – 215
2022
Q2 		$288K Sell
1,475
-25
-2% -$4.52K 0.04% 179
2022
Q1 		$303K Buy
1,500
+300
+25% +$47.1K 0.04% 178
2021
Q4 		$220K Sell
1,200
-700
-37% -$146K 0.03% 190
2021
Q3 		$285K Hold
1,900
– – 0.04% 177
2021
Q2 		$349K Hold
1,900
– – 0.05% 168
2021
Q1 		$308K Buy
+1,900
New +$341K 0.04% 173

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
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

United Asset Strategies's ENPH Position: Q4 2024 in Review

United Asset Strategies sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 7,331 shares — an estimated $829K sold.

United Asset Strategies first reported a position in ENPH in Q1 2021 and held it in 12 quarters. The position peaked at $829K in Q3 2024. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • United Asset Strategies reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • United Asset Strategies sold 7,331 Enphase Energy shares in Q4 2024, an estimated $829K.
  • United Asset Strategies first reported a position in Enphase Energy in Q1 2021 and held it in 12 quarters.
  • United Asset Strategies's Enphase Energy position peaked at $829K in Q3 2024.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on United Asset Strategies's 13F filing for Q4 2024, filed 22 Jan 2025.