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Brendel Financial Advisors’s Enphase Energy ENPH Stock Holding History

Brendel Financial 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
2021
Q1 		– Sell
-21,003
Closed -$3.69M – 92
2020
Q4 		$3.69M Buy
+21,003
New +$2.66M 2.51% 9

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Brendel Financial Advisors's ENPH Position: Q1 2021 in Review

Brendel Financial Advisors sold out of Enphase Energy (ENPH) in Q1 2021, closing a stake of 21,003 shares — an estimated $3.69M sold.

Brendel Financial Advisors first reported a position in ENPH in Q4 2020 and held it in 1 quarter. The position peaked at $3.69M in Q4 2020. 632 funds tracked by Wall St. Rank hold ENPH as of Q1 2021.

  • Brendel Financial Advisors reported no remaining Enphase Energy position as of Q1 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 21,003 Enphase Energy shares in Q1 2021, an estimated $3.69M.
  • Brendel Financial Advisors first reported a position in Enphase Energy in Q4 2020 and held it in 1 quarter.
  • Brendel Financial Advisors's Enphase Energy position peaked at $3.69M in Q4 2020.
  • 632 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2021.

Based on Brendel Financial Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.