E&G Advisors’s Enphase Energy ENPH Stock Holding History

E&G 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
2023 Q2	–	Sell	-1,050	Closed	-$221K	–	200
2023 Q1	$221K	Buy	+1,050	New	+$227K	0.08%	182

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

E&G Advisors's ENPH Position: Q2 2023 in Review

E&G Advisors sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,050 shares — an estimated $221K sold.

E&G Advisors first reported a position in ENPH in Q1 2023 and held it in 1 quarter. The position peaked at $221K in Q1 2023. 864 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

E&G Advisors reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
E&G Advisors sold 1,050 Enphase Energy shares in Q2 2023, an estimated $221K.
E&G Advisors first reported a position in Enphase Energy in Q1 2023 and held it in 1 quarter.
E&G Advisors's Enphase Energy position peaked at $221K in Q1 2023.
864 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on E&G Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.