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Heck Capital Advisors’s SolarEdge SEDG Stock Holding History

Heck Capital Advisors’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-137
Closed -$17.7K – 202
2023
Q3 		$17.7K Sell
137
-684
-83% -$131K ﹤0.01% 167
2023
Q2 		$221K Sell
821
-19
-2% -$5.45K 0.04% 117
2023
Q1 		$255K Buy
840
+27
+3% +$8.23K 0.05% 107
2022
Q4 		$230K Buy
813
+777
+2,158% +$206K 0.04% 111
2022
Q3 		$8.33K Buy
+36
New +$10.6K ﹤0.01% 135

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heck Capital Advisors's SEDG Position: Q4 2023 in Review

Heck Capital Advisors sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 137 shares — an estimated $17.7K sold.

Heck Capital Advisors first reported a position in SEDG in Q3 2022 and held it in 5 quarters. The position peaked at $255K in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Heck Capital Advisors reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Heck Capital Advisors sold 137 SolarEdge shares in Q4 2023, an estimated $17.7K.
  • Heck Capital Advisors first reported a position in SolarEdge in Q3 2022 and held it in 5 quarters.
  • Heck Capital Advisors's SolarEdge position peaked at $255K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Heck Capital Advisors's 13F filing for Q4 2023, filed 19 May 2025.