Energy Opportunities Capital Management’s Enphase Energy ENPH Stock Holding History

Energy Opportunities Capital 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
2022 Q1	–	Sell	-3,020	Closed	-$552K	–	44
2021 Q4	$552K	Sell	3,020 -810	-21%	-$169K	1.64%	28
2021 Q3	$574K	Sell	3,830 -140	-4%	-$24K	1.48%	31
2021 Q2	$729K	Sell	3,970 -3,270	-45%	-$480K	1.86%	30
2021 Q1	$1.17M	Sell	7,240 -7,990	-52%	-$1.43M	2.96%	16
2020 Q4	$2.67M	Buy	15,230 +2,415	+19%	+$306K	7.17%	1
2020 Q3	$1.06M	Buy	12,815 +4,450	+53%	+$298K	3.85%	9
2020 Q2	$398K	Buy	8,365 +100	+1%	+$4.78K	1.58%	23
2020 Q1	$267K	Buy	+8,265	New	+$312K	1.5%	24

Other funds holding ENPH

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Energy Opportunities Capital Management's ENPH Position: Q1 2022 in Review

Energy Opportunities Capital Management sold out of Enphase Energy (ENPH) in Q1 2022, closing a stake of 3,020 shares — an estimated $552K sold.

Energy Opportunities Capital Management first reported a position in ENPH in Q1 2020 and held it in 8 quarters. The position peaked at $2.67M in Q4 2020. 771 funds tracked by Wall St. Rank hold ENPH as of Q1 2022.

Energy Opportunities Capital Management reported no remaining Enphase Energy position as of Q1 2022 after selling out during the quarter.
Energy Opportunities Capital Management sold 3,020 Enphase Energy shares in Q1 2022, an estimated $552K.
Energy Opportunities Capital Management first reported a position in Enphase Energy in Q1 2020 and held it in 8 quarters.
Energy Opportunities Capital Management's Enphase Energy position peaked at $2.67M in Q4 2020.
771 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2022.

Based on Energy Opportunities Capital Management's 13F filing for Q1 2022, filed 13 May 2022.