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Bigelow Investment Advisors’s Enphase Energy ENPH Stock Holding History

Bigelow Investment Advisors’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
Q1 		– Sell
-2,000
Closed -$264K – 156
2023
Q4 		$264K Hold
2,000
– – 0.14% 132
2023
Q3 		$240K Buy
+2,000
New +$285K 0.14% 137
2023
Q2 		– Sell
-1,000
Closed -$210K – 149
2023
Q1 		$210K Buy
+1,000
New +$217K 0.12% 144

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bigelow Investment Advisors's ENPH Position: Q1 2024 in Review

Bigelow Investment Advisors sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 2,000 shares — an estimated $264K sold.

Bigelow Investment Advisors first reported a position in ENPH in Q1 2023 and held it in 3 quarters. The position peaked at $264K in Q4 2023. 723 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Bigelow Investment Advisors reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Bigelow Investment Advisors sold 2,000 Enphase Energy shares in Q1 2024, an estimated $264K.
  • Bigelow Investment Advisors first reported a position in Enphase Energy in Q1 2023 and held it in 3 quarters.
  • Bigelow Investment Advisors's Enphase Energy position peaked at $264K in Q4 2023.
  • 723 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Bigelow Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.