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WR Wealth Planners’s Enphase Energy ENPH Stock Holding History

WR Wealth Planners’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
-1,050
Closed -$119K – 1126
2024
Q3 		$119K Sell
1,050
-75
-7% -$8.38K 0.03% 244
2024
Q2 		$112K Hold
1,125
– – 0.03% 234
2024
Q1 		$136K Buy
+1,125
New +$131K 0.04% 220
2023
Q4 		– Sell
-1,138
Closed -$137K – 393
2023
Q3 		$137K Buy
1,138
+13
+1% +$1.85K 0.05% 205
2023
Q2 		$188K Sell
1,125
-522
-32% -$93.3K 0.07% 176
2023
Q1 		$346K Buy
+1,647
New +$357K 0.15% 111

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

WR Wealth Planners's ENPH Position: Q4 2024 in Review

WR Wealth Planners sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 1,050 shares — an estimated $119K sold.

WR Wealth Planners first reported a position in ENPH in Q1 2023 and held it in 6 quarters. The position peaked at $346K in Q1 2023. 623 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • WR Wealth Planners reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 1,050 Enphase Energy shares in Q4 2024, an estimated $119K.
  • WR Wealth Planners first reported a position in Enphase Energy in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's Enphase Energy position peaked at $346K in Q1 2023.
  • 623 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.