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Cetera Advisors’s Enphase Energy ENPH Stock Holding History

Cetera 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 		$728K Buy
6,017
+3,507
+140% +$409K 0.01% 1340
2023
Q4 		$332K Sell
2,510
-2,679
-52% -$284K ﹤0.01% 1367
2023
Q3 		$623K Buy
5,189
+258
+5% +$36.8K 0.01% 941
2023
Q2 		$826K Buy
4,931
+1,203
+32% +$215K 0.01% 801
2023
Q1 		$784K Buy
3,728
+651
+21% +$141K 0.01% 799
2022
Q4 		$815K Buy
3,077
+1,866
+154% +$543K 0.01% 750
2022
Q3 		$336K Buy
1,211
+81
+7% +$21.8K 0.01% 932
2022
Q2 		$221K Sell
1,130
-183
-14% -$33.1K 0.01% 1189
2022
Q1 		$265K Sell
1,313
-272
-17% -$42.7K 0.01% 1162
2021
Q4 		$290K Buy
+1,585
New +$331K 0.01% 1133

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cetera Advisors's ENPH Position: Q1 2024 in Review

Cetera Advisors increased its Enphase Energy (ENPH) stake by 140% in Q1 2024, buying an estimated $409K and bringing the position to 6,017 shares worth $728K. The position accounts for 0.01% of the portfolio, ranked #1340.

Cetera Advisors first reported a position in ENPH in Q4 2021 and has held it in 10 quarters since. The position peaked at $826K in Q2 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Cetera Advisors held 6,017 shares of Enphase Energy worth $728K as of Q1 2024.
  • Cetera Advisors bought 3,507 Enphase Energy shares in Q1 2024, an estimated $409K.
  • Enphase Energy made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1340 holding.
  • Cetera Advisors first reported a position in Enphase Energy in Q4 2021 and has held it in 10 quarters since.
  • Cetera Advisors's Enphase Energy position peaked at $826K in Q2 2023.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.