CCFM
ENPH icon

Clear Creek Financial Management’s Enphase Energy ENPH Stock Holding History

Clear Creek Financial 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
Q2 		– Sell
-1,858
Closed -$225K – 449
2024
Q1 		$225K Buy
+1,858
New +$217K 0.03% 381
2023
Q1 		– Sell
-875
Closed -$232K – 313
2022
Q4 		$232K Hold
875
– – 0.05% 244
2022
Q3 		$243K Buy
+875
New +$236K 0.05% 224

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Clear Creek Financial Management's ENPH Position: Q2 2024 in Review

Clear Creek Financial Management sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 1,858 shares — an estimated $225K sold.

Clear Creek Financial Management first reported a position in ENPH in Q3 2022 and held it in 3 quarters. The position peaked at $243K in Q3 2022. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • Clear Creek Financial Management reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • Clear Creek Financial Management sold 1,858 Enphase Energy shares in Q2 2024, an estimated $225K.
  • Clear Creek Financial Management first reported a position in Enphase Energy in Q3 2022 and held it in 3 quarters.
  • Clear Creek Financial Management's Enphase Energy position peaked at $243K in Q3 2022.
  • 716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Clear Creek Financial Management's 13F filing for Q2 2024, filed 25 Jul 2024.