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Venturi Wealth Management’s Enphase Energy ENPH Stock Holding History

Venturi 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
2025
Q1 		– Sell
-669
Closed -$45.9K – 938
2024
Q4 		$45.9K Buy
669
+509
+318% +$40.4K ﹤0.01% 1045
2024
Q3 		$18.1K Buy
160
+29
+22% +$3.24K ﹤0.01% 1043
2024
Q2 		$13.1K Buy
131
+107
+446% +$12.5K ﹤0.01% 1045
2024
Q1 		$2.9K Sell
24
-10
-29% -$1.17K ﹤0.01% 1194
2023
Q4 		$4.49K Sell
34
-46
-58% -$4.88K ﹤0.01% 1051
2023
Q3 		$9.61K Sell
80
-87
-52% -$12.4K ﹤0.01% 814
2023
Q2 		$28K Sell
167
-7
-4% -$1.25K ﹤0.01% 500
2023
Q1 		$36.6K Buy
+174
New +$37.7K ﹤0.01% 508

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Venturi Wealth Management's ENPH Position: Q1 2025 in Review

Venturi Wealth Management sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 669 shares — an estimated $45.9K sold.

Venturi Wealth Management first reported a position in ENPH in Q1 2023 and held it in 8 quarters. The position peaked at $45.9K in Q4 2024. 591 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Venturi Wealth Management reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 669 Enphase Energy shares in Q1 2025, an estimated $45.9K.
  • Venturi Wealth Management first reported a position in Enphase Energy in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Enphase Energy position peaked at $45.9K in Q4 2024.
  • 591 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.