BerganKDV Wealth Management’s Enphase Energy ENPH Stock Holding History

BerganKDV Wealth 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
2023 Q2	$81.9K	Sell	489 -191	-28%	-$34.1K	0.01%	323
2023 Q1	$143K	Buy	680 +69	+11%	+$14.9K	0.01%	272
2022 Q4	$162K	Buy	611 +607	+15,175%	+$177K	0.02%	251
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	876
2022 Q2	$1K	Buy	4 +3	+300%	+$542	﹤0.01%	889
2022 Q1	$0	Sell	1 -3	-75%	-$471	﹤0.01%	1016
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	973
2021 Q3	$1K	Buy	4 +1	+33%	+$172	﹤0.01%	954
2021 Q2	$1K	Buy	+3	New	+$440	﹤0.01%	899

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BerganKDV Wealth Management's ENPH Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Enphase Energy (ENPH) stake by 28% in Q2 2023, selling an estimated $34.1K and leaving 489 shares worth $81.9K. The position accounts for 0.01% of the portfolio, ranked #323.

BerganKDV Wealth Management first reported a position in ENPH in Q2 2021 and has held it in 9 quarters since. The position peaked at $162K in Q4 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

BerganKDV Wealth Management held 489 shares of Enphase Energy worth $81.9K as of Q2 2023.
BerganKDV Wealth Management sold 191 Enphase Energy shares in Q2 2023, an estimated $34.1K.
Enphase Energy made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #323 holding.
BerganKDV Wealth Management first reported a position in Enphase Energy in Q2 2021 and has held it in 9 quarters since.
BerganKDV Wealth Management's Enphase Energy position peaked at $162K in Q4 2022.
863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.