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Blue Rock Advisors’s Enphase Energy ENPH Stock Holding History

Blue Rock 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
2023
Q2 		$573K Buy
+3,420
New +$611K 1.52% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Blue Rock Advisors's ENPH Position: Q2 2023 in Review

Blue Rock Advisors opened a new position in Enphase Energy (ENPH) in Q2 2023: 3,420 shares worth $573K. The stake represents 1.52% of the portfolio and ranks #23 among its holdings.

863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

  • Blue Rock Advisors held 3,420 shares of Enphase Energy worth $573K as of Q2 2023.
  • Enphase Energy was a new Blue Rock Advisors position in Q2 2023.
  • Enphase Energy made up 1.52% of Blue Rock Advisors's portfolio in Q2 2023, its #23 holding.
  • 863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Blue Rock Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.