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Laffer Tengler Investments’s Enphase Energy ENPH Stock Holding History

Laffer Tengler Investments’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
2024
Q2 		– Sell
-840
Closed -$102K – 401
2024
Q1 		$102K Sell
840
-808
-49% -$94.3K 0.03% 193
2023
Q4 		$218K Buy
1,648
+253
+18% +$26.8K 0.06% 135
2023
Q3 		$168K Buy
+1,395
New +$199K 0.05% 151
2023
Q1 		– Sell
-1,850
Closed -$490K – 417
2022
Q4 		$490K Hold
1,850
– – 0.14% 141
2022
Q3 		$513K Hold
1,850
– – 0.19% 122
2022
Q2 		$361K Hold
1,850
– – 0.13% 146
2022
Q1 		$373K Hold
1,850
– – 0.11% 153
2021
Q4 		$338K Hold
1,850
– – 0.1% 161
2021
Q3 		$277K Buy
+1,850
New +$317K 0.08% 187

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Laffer Tengler Investments's ENPH Position: Q2 2024 in Review

Laffer Tengler Investments sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 840 shares — an estimated $102K sold.

Laffer Tengler Investments first reported a position in ENPH in Q3 2021 and held it in 9 quarters. The position peaked at $513K in Q3 2022. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • Laffer Tengler Investments reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 840 Enphase Energy shares in Q2 2024, an estimated $102K.
  • Laffer Tengler Investments first reported a position in Enphase Energy in Q3 2021 and held it in 9 quarters.
  • Laffer Tengler Investments's Enphase Energy position peaked at $513K in Q3 2022.
  • 716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Laffer Tengler Investments's 13F filing for Q2 2024, filed 14 Aug 2024.