CGIM
ENPH icon

Capital Group Investment Management’s Enphase Energy ENPH Stock Holding History

Capital Group Investment Management’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
-8,786
Closed -$1.16M – 186
2023
Q4 		$1.16M Sell
8,786
-12,401
-59% -$1.32M 0.12% 140
2023
Q3 		$2.55M Sell
21,187
-7,275
-26% -$1.04M 0.17% 108
2023
Q2 		$4.77M Hold
28,462
– – 0.24% 89
2023
Q1 		$5.98M Sell
28,462
-15,830
-36% -$3.43M 0.32% 84
2022
Q4 		$11.7M Buy
+44,292
New +$12.9M 0.45% 80

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

Capital Group Investment Management's ENPH Position: Q1 2024 in Review

Capital Group Investment Management sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 8,786 shares — an estimated $1.16M sold.

Capital Group Investment Management first reported a position in ENPH in Q4 2022 and held it in 5 quarters. The position peaked at $11.7M in Q4 2022. 722 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Capital Group Investment Management reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Capital Group Investment Management sold 8,786 Enphase Energy shares in Q1 2024, an estimated $1.16M.
  • Capital Group Investment Management first reported a position in Enphase Energy in Q4 2022 and held it in 5 quarters.
  • Capital Group Investment Management's Enphase Energy position peaked at $11.7M in Q4 2022.
  • 722 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Capital Group Investment Management's 13F filing for Q1 2024, filed 14 May 2024.