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Berger Financial Group’s Enphase Energy ENPH Stock Holding History

Berger Financial Group’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
Q3 		– Sell
-1,594
Closed -$267K – 281
2023
Q2 		$267K Buy
1,594
+7
+0.4% +$1.25K 0.03% 229
2023
Q1 		$334K Sell
1,587
-35
-2% -$7.58K 0.04% 198
2022
Q4 		$430K Buy
1,622
+1
+0.1% +$291 0.06% 167
2022
Q3 		$450K Sell
1,621
-305
-16% -$82.3K 0.07% 150
2022
Q2 		$376K Sell
1,926
-225
-10% -$40.7K 0.05% 159
2022
Q1 		$434K Sell
2,151
-480
-18% -$75.4K 0.06% 158
2021
Q4 		$481K Buy
+2,631
New +$549K 0.06% 154

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berger Financial Group's ENPH Position: Q3 2023 in Review

Berger Financial Group sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,594 shares — an estimated $267K sold.

Berger Financial Group first reported a position in ENPH in Q4 2021 and held it in 7 quarters. The position peaked at $481K in Q4 2021. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Berger Financial Group reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Berger Financial Group sold 1,594 Enphase Energy shares in Q3 2023, an estimated $267K.
  • Berger Financial Group first reported a position in Enphase Energy in Q4 2021 and held it in 7 quarters.
  • Berger Financial Group's Enphase Energy position peaked at $481K in Q4 2021.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Berger Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.