Energy Income Partners’s Enphase Energy ENPH Stock Holding History

Energy Income Partners’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 Q4	–	Sell	-55,958	Closed	-$6.72M	–	81
2023 Q3	$6.72M	Buy	55,958 +961	+2%	+$137K	0.15%	53
2023 Q2	$9.21M	Buy	54,997 +21,528	+64%	+$3.85M	0.2%	50
2023 Q1	$7.04M	Buy	33,469 +2,798	+9%	+$606K	0.16%	52
2022 Q4	$8.13M	Buy	30,671 +919	+3%	+$267K	0.18%	54
2022 Q3	$8.26M	Sell	29,752 -28,292	-49%	-$7.63M	0.19%	53
2022 Q2	$11.3M	Buy	58,044 +1,105	+2%	+$200K	0.26%	50
2022 Q1	$11.5M	Buy	56,939 +145	+0.3%	+$22.8K	0.25%	48
2021 Q4	$10.4M	Buy	56,794 +3,020	+6%	+$630K	0.24%	48
2021 Q3	$8.06M	Buy	53,774 +1,471	+3%	+$252K	0.2%	46
2021 Q2	$9.61M	Buy	52,303 +37,750	+259%	+$5.54M	0.24%	45
2021 Q1	$2.36M	Buy	+14,553	New	+$2.61M	0.06%	49

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Energy Income Partners's ENPH Position: Q4 2023 in Review

Energy Income Partners sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 55,958 shares — an estimated $6.72M sold.

Energy Income Partners first reported a position in ENPH in Q1 2021 and held it in 11 quarters. The position peaked at $11.5M in Q1 2022. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

Energy Income Partners reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
Energy Income Partners sold 55,958 Enphase Energy shares in Q4 2023, an estimated $6.72M.
Energy Income Partners first reported a position in Enphase Energy in Q1 2021 and held it in 11 quarters.
Energy Income Partners's Enphase Energy position peaked at $11.5M in Q1 2022.
759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Energy Income Partners's 13F filing for Q4 2023, filed 14 Feb 2024.