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Virtue Capital Management’s Enphase Energy ENPH Stock Holding History

Virtue Capital 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
-2,532
Closed -$286K – 268
2024
Q3 		$286K Hold
2,532
– – 0.06% 207
2024
Q2 		$265K Buy
+2,532
New +$295K 0.05% 304
2023
Q1 		– Sell
-761
Closed -$202K – 398
2022
Q4 		$202K Buy
+761
New +$221K 0.03% 360
2022
Q2 		– Sell
-5,162
Closed -$1.04M – 319
2022
Q1 		$1.04M Buy
5,162
+231
+5% +$36.3K 0.16% 158
2021
Q4 		$902K Buy
4,931
+1,943
+65% +$405K 0.13% 184
2021
Q3 		$448K Buy
+2,988
New +$513K 0.08% 258

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Virtue Capital Management's ENPH Position: Q4 2024 in Review

Virtue Capital Management sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 2,532 shares — an estimated $286K sold.

Virtue Capital Management first reported a position in ENPH in Q3 2021 and held it in 6 quarters. The position peaked at $1.04M in Q1 2022. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Virtue Capital Management reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Virtue Capital Management sold 2,532 Enphase Energy shares in Q4 2024, an estimated $286K.
  • Virtue Capital Management first reported a position in Enphase Energy in Q3 2021 and held it in 6 quarters.
  • Virtue Capital Management's Enphase Energy position peaked at $1.04M in Q1 2022.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Virtue Capital Management's 13F filing for Q4 2024, filed 26 Feb 2025.