LF
ENPH icon

Lee Financial’s Enphase Energy ENPH Stock Holding History

Lee Financial’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
Q1 		– Sell
-3
Closed -$397 – 366
2023
Q4 		$397 Sell
3
-10
-77% -$1.06K ﹤0.01% 830
2023
Q3 		$1.56K Hold
13
– – ﹤0.01% 735
2023
Q2 		$2.18K Hold
13
– – ﹤0.01% 642
2023
Q1 		$2.73K Sell
13
-4
-24% -$866 ﹤0.01% 613
2022
Q4 		$4.5K Sell
17
-3
-15% -$873 ﹤0.01% 563
2022
Q3 		$5K Buy
20
+1
+5% +$270 ﹤0.01% 535
2022
Q2 		$4K Hold
19
– – ﹤0.01% 585
2022
Q1 		$4K Sell
19
-5
-21% -$786 ﹤0.01% 530
2021
Q4 		$4K Buy
24
+3
+14% +$626 ﹤0.01% 622
2021
Q3 		$3K Hold
21
– – ﹤0.01% 547
2021
Q2 		$4K Buy
+21
New +$3.08K ﹤0.01% 481

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial's ENPH Position: Q1 2024 in Review

Lee Financial sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 3 shares — an estimated $397 sold.

Lee Financial first reported a position in ENPH in Q2 2021 and held it in 11 quarters. The position peaked at $5K in Q3 2022. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Lee Financial reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 3 Enphase Energy shares in Q1 2024, an estimated $397.
  • Lee Financial first reported a position in Enphase Energy in Q2 2021 and held it in 11 quarters.
  • Lee Financial's Enphase Energy position peaked at $5K in Q3 2022.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.