HCM
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HMS Capital Management’s Enphase Energy ENPH Stock Holding History

HMS 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
2023
Q2 		– Sell
-2,171
Closed -$457K – 111
2023
Q1 		$457K Buy
2,171
+29
+1% +$6.28K 0.29% 65
2022
Q4 		$568K Sell
2,142
-275
-11% -$80K 0.32% 54
2022
Q3 		$671K Buy
2,417
+423
+21% +$114K 0.41% 57
2022
Q2 		$389K Sell
1,994
-1,384
-41% -$250K 0.2% 75
2022
Q1 		$682K Hold
3,378
– – 0.29% 72
2021
Q4 		$618K Buy
3,378
+8
+0.2% +$1.67K 0.27% 71
2021
Q3 		$505K Hold
3,370
– – 0.24% 85
2021
Q2 		$619K Buy
3,370
+36
+1% +$5.28K 0.28% 71
2021
Q1 		$539K Sell
3,334
-331
-9% -$59.4K 0.23% 72
2020
Q4 		$643K Hold
3,665
– – 0.29% 69
2020
Q3 		$303K Buy
+3,665
New +$245K 0.12% 135

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HMS Capital Management's ENPH Position: Q2 2023 in Review

HMS Capital Management sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 2,171 shares — an estimated $457K sold.

HMS Capital Management first reported a position in ENPH in Q3 2020 and held it in 11 quarters. The position peaked at $682K in Q1 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

  • HMS Capital Management reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
  • HMS Capital Management sold 2,171 Enphase Energy shares in Q2 2023, an estimated $457K.
  • HMS Capital Management first reported a position in Enphase Energy in Q3 2020 and held it in 11 quarters.
  • HMS Capital Management's Enphase Energy position peaked at $682K in Q1 2022.
  • 863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on HMS Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.