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Wealthcare Advisory Partners’s Enphase Energy ENPH Stock Holding History

Wealthcare Advisory Partners’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
-3,171
Closed -$218K – 917
2024
Q4 		$218K Sell
3,171
-418
-12% -$33.2K 0.01% 828
2024
Q3 		$406K Buy
3,589
+28
+0.8% +$3.13K 0.01% 617
2024
Q2 		$355K Sell
3,561
-326
-8% -$38K 0.01% 627
2024
Q1 		$470K Buy
+3,887
New +$454K 0.02% 552
2021
Q2 		– Sell
-22
Closed -$4K – 912
2021
Q1 		$4K Buy
+22
New +$3.95K ﹤0.01% 1698

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

Wealthcare Advisory Partners's ENPH Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 3,171 shares — an estimated $218K sold.

Wealthcare Advisory Partners first reported a position in ENPH in Q1 2021 and held it in 5 quarters. The position peaked at $470K in Q1 2024. 591 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3,171 Enphase Energy shares in Q1 2025, an estimated $218K.
  • Wealthcare Advisory Partners first reported a position in Enphase Energy in Q1 2021 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Enphase Energy position peaked at $470K in Q1 2024.
  • 591 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.