CW
ENPH icon

Connectus Wealth’s Enphase Energy ENPH Stock Holding History

Connectus Wealth’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 		$2.06M Buy
17,035
+10
+0.1% +$1.17K 0.06% 179
2023
Q4 		$2.25M Sell
17,025
-15,811
-48% -$1.68M 0.05% 253
2023
Q3 		$3.95M Sell
32,836
-84,196
-72% -$12M 0.09% 187
2023
Q2 		$19.6M Sell
117,032
-7,942
-6% -$1.42M 0.45% 63
2023
Q1 		$26.3M Buy
124,974
+118,870
+1,947% +$25.7M 0.65% 52
2022
Q4 		$1.62M Buy
+6,104
New +$1.78M 0.04% 227

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

Connectus Wealth's ENPH Position: Q1 2024 in Review

Connectus Wealth increased its Enphase Energy (ENPH) stake by 0.06% in Q1 2024, buying an estimated $1.17K and bringing the position to 17,035 shares worth $2.06M. The position accounts for 0.06% of the portfolio, ranked #179.

Connectus Wealth first reported a position in ENPH in Q4 2022 and has held it in 6 quarters since. The position peaked at $26.3M in Q1 2023. 722 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Connectus Wealth held 17,035 shares of Enphase Energy worth $2.06M as of Q1 2024.
  • Connectus Wealth bought 10 Enphase Energy shares in Q1 2024, an estimated $1.17K.
  • Enphase Energy made up 0.06% of Connectus Wealth's portfolio in Q1 2024, its #179 holding.
  • Connectus Wealth first reported a position in Enphase Energy in Q4 2022 and has held it in 6 quarters since.
  • Connectus Wealth's Enphase Energy position peaked at $26.3M in Q1 2023.
  • 722 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.