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C.M. Bidwell & Associates’s Enphase Energy ENPH Stock Holding History

C.M. Bidwell & Associates’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
-1,949
Closed -$326K – 537
2023
Q2 		$326K Buy
1,949
+1,158
+146% +$207K 0.24% 74
2023
Q1 		$166K Sell
791
-13
-2% -$2.82K 0.13% 140
2022
Q4 		$213K Sell
804
-393
-33% -$114K 0.17% 119
2022
Q3 		$332K Buy
1,197
+7
+0.6% +$1.89K 0.28% 60
2022
Q2 		$232K Buy
+1,190
New +$215K 0.18% 95
2021
Q3 		– Sell
-145
Closed -$27K – 575
2021
Q2 		$27K Sell
145
-1,804
-93% -$265K 0.02% 338
2021
Q1 		$316K Sell
1,949
-82
-4% -$14.7K 0.23% 64
2020
Q4 		$356K Sell
2,031
-824
-29% -$105K 0.29% 48
2020
Q3 		$236K Sell
2,855
-3,000
-51% -$201K 0.22% 86
2020
Q2 		$279K Buy
5,855
+780
+15% +$37.3K 0.25% 87
2020
Q1 		$164K Buy
5,075
+2,460
+94% +$92.7K 0.17% 124
2019
Q4 		$68K Buy
2,615
+10
+0.4% +$228 0.06% 204
2019
Q3 		$58K Sell
2,605
-2,185
-46% -$56K 0.06% 243
2019
Q2 		$87K Sell
4,790
-1,405
-23% -$19.3K 0.09% 186
2019
Q1 		$57K Buy
+6,195
New +$47.1K 0.06% 237

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

C.M. Bidwell & Associates's ENPH Position: Q3 2023 in Review

C.M. Bidwell & Associates sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,949 shares — an estimated $326K sold.

C.M. Bidwell & Associates first reported a position in ENPH in Q1 2019 and held it in 15 quarters. The position peaked at $356K in Q4 2020. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • C.M. Bidwell & Associates reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,949 Enphase Energy shares in Q3 2023, an estimated $326K.
  • C.M. Bidwell & Associates first reported a position in Enphase Energy in Q1 2019 and held it in 15 quarters.
  • C.M. Bidwell & Associates's Enphase Energy position peaked at $356K in Q4 2020.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.