Van Hulzen Asset Management’s Enphase Energy ENPH Stock Holding History

Van Hulzen 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	-597	Closed	-$41K	–	525
2024 Q4	$41K	Sell	597 -3,050	-84%	-$242K	﹤0.01%	546
2024 Q3	$412K	Sell	3,647 -4,301	-54%	-$481K	0.03%	229
2024 Q2	$792K	Buy	7,948 +5,840	+277%	+$680K	0.05%	170
2024 Q1	$255K	Sell	2,108 -2,000	-49%	-$233K	0.02%	282
2023 Q4	$543K	Buy	+4,108	New	+$436K	0.04%	216
2023 Q3	–	Sell	-2,648	Closed	-$443K	–	305
2023 Q2	$443K	Buy	+2,648	New	+$473K	0.04%	197
2023 Q1	–	Sell	-12,168	Closed	-$3.22M	–	306
2022 Q4	$3.22M	Buy	12,168 +2,100	+21%	+$611K	0.37%	65
2022 Q3	$2.79M	Buy	10,068 +6,599	+190%	+$1.78M	0.34%	68
2022 Q2	$677K	Sell	3,469 -3,091	-47%	-$559K	0.08%	141
2022 Q1	$1.32M	Buy	+6,560	New	+$1.03M	0.14%	100

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Van Hulzen Asset Management's ENPH Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 597 shares — an estimated $41K sold.

Van Hulzen Asset Management first reported a position in ENPH in Q1 2022 and held it in 10 quarters. The position peaked at $3.22M in Q4 2022. 591 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

Van Hulzen Asset Management reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 597 Enphase Energy shares in Q1 2025, an estimated $41K.
Van Hulzen Asset Management first reported a position in Enphase Energy in Q1 2022 and held it in 10 quarters.
Van Hulzen Asset Management's Enphase Energy position peaked at $3.22M in Q4 2022.
591 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.