BFIM
ENPH icon

Beese Fulmer Investment Management’s Enphase Energy ENPH Stock Holding History

Beese Fulmer Investment 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
2022
Q4 		– Sell
-737
Closed -$204K – 221
2022
Q3 		$204K Buy
+737
New +$199K 0.03% 199
2022
Q2 		– Sell
-992
Closed -$200K – 229
2022
Q1 		$200K Buy
+992
New +$156K 0.02% 226
2020
Q3 		– Sell
-1,000
Closed -$48K – 295
2020
Q2 		$48K Buy
+1,000
New +$47.8K 0.01% 326

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Beese Fulmer Investment Management's ENPH Position: Q4 2022 in Review

Beese Fulmer Investment Management sold out of Enphase Energy (ENPH) in Q4 2022, closing a stake of 737 shares — an estimated $204K sold.

Beese Fulmer Investment Management first reported a position in ENPH in Q2 2020 and held it in 3 quarters. The position peaked at $204K in Q3 2022. 941 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

  • Beese Fulmer Investment Management reported no remaining Enphase Energy position as of Q4 2022 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 737 Enphase Energy shares in Q4 2022, an estimated $204K.
  • Beese Fulmer Investment Management first reported a position in Enphase Energy in Q2 2020 and held it in 3 quarters.
  • Beese Fulmer Investment Management's Enphase Energy position peaked at $204K in Q3 2022.
  • 941 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2022, filed 17 Jan 2023.