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D. Scott Neal’s Enphase Energy ENPH Stock Holding History

D. Scott Neal’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
-26,666
Closed -$4.47M – 64
2023
Q2 		$4.47M Buy
26,666
+1,593
+6% +$285K 3.36% 11
2023
Q1 		$5.27M Sell
25,073
-3,287
-12% -$712K 2.95% 10
2022
Q4 		$7.51M Buy
28,360
+1,222
+5% +$356K 3.65% 8
2022
Q3 		$7.53M Buy
+27,138
New +$7.32M 3.17% 9

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

D. Scott Neal's ENPH Position: Q3 2023 in Review

D. Scott Neal sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 26,666 shares — an estimated $4.47M sold.

D. Scott Neal first reported a position in ENPH in Q3 2022 and held it in 4 quarters. The position peaked at $7.53M in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • D. Scott Neal reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • D. Scott Neal sold 26,666 Enphase Energy shares in Q3 2023, an estimated $4.47M.
  • D. Scott Neal first reported a position in Enphase Energy in Q3 2022 and held it in 4 quarters.
  • D. Scott Neal's Enphase Energy position peaked at $7.53M in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on D. Scott Neal's 13F filing for Q3 2023, filed 11 Oct 2023.