Westfield Capital Management’s Enphase Energy ENPH Stock Holding History

Westfield 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	-298,284	Closed	-$33.7M	–	253
2024 Q3	$33.7M	Sell	298,284 -610	-0.2%	-$68.2K	0.15%	164
2024 Q2	$29.8M	Sell	298,894 -5,753	-2%	-$670K	0.15%	173
2024 Q1	$36.9M	Sell	304,647 -6,142	-2%	-$717K	0.19%	164
2023 Q4	$41.1M	Buy	+310,789	New	+$33M	0.24%	152
2023 Q1	–	Sell	-1,030	Closed	-$273K	–	233
2022 Q4	$273K	Buy	+1,030	New	+$300K	﹤0.01%	224
2022 Q3	–	Sell	-178,449	Closed	-$34.8M	–	235
2022 Q2	$34.8M	Buy	178,449 +37,900	+27%	+$6.85M	0.27%	130
2022 Q1	$28.4M	Buy	140,549 +63,491	+82%	+$9.98M	0.18%	151
2021 Q4	$14.1M	Buy	+77,058	New	+$16.1M	0.08%	175
2021 Q3	–	Sell	-94,077	Closed	-$17.3M	–	245
2021 Q2	$17.3M	Sell	94,077 -5,600	-6%	-$821K	0.1%	178
2021 Q1	$16.2M	Buy	+99,677	New	+$17.9M	0.1%	177

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Westfield Capital Management sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 298,284 shares — an estimated $33.7M sold.

Westfield Capital Management first reported a position in ENPH in Q1 2021 and held it in 10 quarters. The position peaked at $41.1M in Q4 2023. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

Westfield Capital Management reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
Westfield Capital Management sold 298,284 Enphase Energy shares in Q4 2024, an estimated $33.7M.
Westfield Capital Management first reported a position in Enphase Energy in Q1 2021 and held it in 10 quarters.
Westfield Capital Management's Enphase Energy position peaked at $41.1M in Q4 2023.
626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Westfield Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.