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Wambolt & Associates’s Enphase Energy ENPH Stock Holding History

Wambolt & Associates’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
-6,823
Closed -$759K – 189
2024
Q3 		$759K Sell
6,823
-290
-4% -$32.4K 0.21% 101
2024
Q2 		$692K Buy
7,113
+454
+7% +$52.9K 0.2% 109
2024
Q1 		$788K Buy
6,659
+347
+5% +$40.5K 0.24% 109
2023
Q4 		$834K Buy
6,312
+1,280
+25% +$136K 0.27% 117
2023
Q3 		$588K Buy
5,032
+3,435
+215% +$489K 0.21% 147
2023
Q2 		$267K Buy
+1,597
New +$285K 0.1% 213

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

Wambolt & Associates's ENPH Position: Q4 2024 in Review

Wambolt & Associates sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 6,823 shares — an estimated $759K sold.

Wambolt & Associates first reported a position in ENPH in Q2 2023 and held it in 6 quarters. The position peaked at $834K in Q4 2023. 623 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Wambolt & Associates reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Wambolt & Associates sold 6,823 Enphase Energy shares in Q4 2024, an estimated $759K.
  • Wambolt & Associates first reported a position in Enphase Energy in Q2 2023 and held it in 6 quarters.
  • Wambolt & Associates's Enphase Energy position peaked at $834K in Q4 2023.
  • 623 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Wambolt & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.