Ae Wealth Management LLC Enphase Energy, Inc. Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$75.56 - $137.34 $560,277 - $1.02 Million	-7,415 Reduced 49.63%	7,525 $994,000
Q3 2023 Oct 11, 2023	BUY	$117.16 - $189.67 $342,224 - $554,026	2,921 Added 24.3%	14,940 $1.8 Million
Q2 2023 Jul 10, 2023	BUY	$152.88 - $227.87 $1.25 Million - $1.87 Million	8,197 Added 214.47%	12,019 $2.01 Million
Q1 2023 Apr 14, 2023	SELL	$183.64 - $253.31 $578,649 - $798,179	-3,151 Reduced 45.19%	3,822 $803,000
Q4 2022 Jan 31, 2023	BUY	$237.87 - $336.0 $35,204 - $49,728	148 Added 2.17%	6,973 $1.85 Million

Q3 2022 Oct 25, 2022	SELL	$189.47 - $320.62 $194,775 - $329,597	-1,028 Reduced 13.09%	6,825 $1.89 Million
Q2 2022 Aug 03, 2022	BUY	$137.55 - $216.38 $454,327 - $714,703	3,303 Added 72.59%	7,853 $1.53 Million
Q1 2022 Apr 18, 2022	BUY	$119.97 - $202.36 $39,950 - $67,385	333 Added 7.9%	4,550 $918,000
Q4 2021 Jan 20, 2022	SELL	$145.03 - $267.74 $349,812 - $645,788	-2,412 Reduced 36.39%	4,217 $771,000
Q3 2021 Nov 01, 2021	SELL	$148.4 - $193.93 $200,785 - $262,387	-1,353 Reduced 16.95%	6,629 $994,000
Q2 2021 Jul 21, 2021	BUY	$114.61 - $188.33 $41,718 - $68,552	364 Added 4.78%	7,982 $1.47 Million
Q1 2021 Apr 27, 2021	SELL	$132.06 - $213.76 $168,376 - $272,544	-1,275 Reduced 14.34%	7,618 $1.24 Million
Q4 2020 Feb 01, 2021	SELL	$89.51 - $181.39 $492,125 - $997,282	-5,498 Reduced 38.2%	8,893 $1.56 Million
Q3 2020 Nov 06, 2020	BUY	$48.86 - $82.59 $703,144 - $1.19 Million	14,391 New	14,391 $1.19 Million
Q2 2020 Aug 05, 2020	SELL	$28.69 - $67.04 $444,379 - $1.04 Million	-15,489 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$23.99 - $59.09 $371,581 - $915,245	15,489 New	15,489 $500,000

Others Institutions Holding ENPH

# of Institutions

655

Shares Held

119M

Call Options Held

16.3M

Put Options Held

16M

Vanguard Group Inc Valley Forge, PA

16.1M
Shares

$443 Million
0.01% of portfolio
Black Rock Inc. New York, NY

15.4M
Shares

$424 Million
0.04% of portfolio
State Street Corp Boston, MA

4.28M
Shares

$118 Million
0.01% of portfolio
Lombard Odier Asset Management (Europe) LTD London, X0

3.75M
Shares

$103 Million
0.14% of portfolio
D. E. Shaw & Co., Inc. New York, NY

3.41M
Shares

$93.9 Million
0.08% of portfolio

View Full List

About Enphase Energy, Inc.

Ticker ENPH
Exchange NASDAQ
Sector Technology
Industry Solar
Shares Outstandng 135,924,000
Market Cap $3.74B
Description
Enphase Energy, Inc., together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter, which converts energy at the individual solar module level, and combines with its proprietary ne...

More about ENPH

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