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ENPH icon

Linscomb Wealth’s Enphase Energy ENPH Stock Holding History

Linscomb Wealth’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
-922
Closed -$244K – 296
2022
Q4 		$244K Buy
922
+103
+13% +$30K 0.01% 308
2022
Q3 		$227K Buy
+819
New +$221K 0.01% 266
2022
Q2 		– Sell
-1,032
Closed -$208K – 302
2022
Q1 		$208K Buy
+1,032
New +$162K 0.01% 330
2021
Q4 		– Sell
-1,611
Closed -$242K – 343
2021
Q3 		$242K Sell
1,611
-65
-4% -$11.2K 0.01% 302
2021
Q2 		$308K Buy
1,676
+160
+11% +$23.5K 0.02% 265
2021
Q1 		$246K Sell
1,516
-860
-36% -$154K 0.01% 296
2020
Q4 		$417K Buy
+2,376
New +$301K 0.02% 215

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return