Engine No 1 LLC’s Enphase Energy ENPH Stock Holding History

Engine No 1 LLC’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 Q1	–	Sell	-20,719	Closed	-$5.49M	–	18
2022 Q4	$5.49M	Buy	20,719 +10,619	+105%	+$3.09M	2.7%	12
2022 Q3	$2.8M	Buy	+10,100	New	+$2.72M	1.38%	14

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Engine No 1 LLC's ENPH Position: Q1 2023 in Review

Engine No 1 LLC sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 20,719 shares — an estimated $5.49M sold.

Engine No 1 LLC first reported a position in ENPH in Q3 2022 and held it in 2 quarters. The position peaked at $5.49M in Q4 2022. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Engine No 1 LLC reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Engine No 1 LLC sold 20,719 Enphase Energy shares in Q1 2023, an estimated $5.49M.
Engine No 1 LLC first reported a position in Enphase Energy in Q3 2022 and held it in 2 quarters.
Engine No 1 LLC's Enphase Energy position peaked at $5.49M in Q4 2022.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Engine No 1 LLC's 13F filing for Q1 2023, filed 12 May 2023.