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LVM Capital Management’s Enphase Energy ENPH Stock Holding History

LVM 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
Q1 		– Sell
-2,795
Closed -$741K – 143
2022
Q4 		$741K Sell
2,795
-875
-24% -$255K 0.11% 78
2022
Q3 		$1.02M Hold
3,670
– – 0.16% 67
2022
Q2 		$717K Buy
+3,670
New +$663K 0.1% 79

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

LVM Capital Management's ENPH Position: Q1 2023 in Review

LVM Capital Management sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 2,795 shares — an estimated $741K sold.

LVM Capital Management first reported a position in ENPH in Q2 2022 and held it in 3 quarters. The position peaked at $1.02M in Q3 2022. 914 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

  • LVM Capital Management reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
  • LVM Capital Management sold 2,795 Enphase Energy shares in Q1 2023, an estimated $741K.
  • LVM Capital Management first reported a position in Enphase Energy in Q2 2022 and held it in 3 quarters.
  • LVM Capital Management's Enphase Energy position peaked at $1.02M in Q3 2022.
  • 914 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on LVM Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.