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Madden Securities’s Enphase Energy ENPH Stock Holding History

Madden Securities’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
Q4 		– Sell
-3,523
Closed -$423K – 96
2023
Q3 		$423K Sell
3,523
-18,787
-84% -$2.68M 0.24% 64
2023
Q2 		$3.74M Sell
22,310
-1,548
-6% -$277K 1.91% 20
2023
Q1 		$5.02M Buy
23,858
+17,968
+305% +$3.89M 2.66% 12
2022
Q4 		$1.56M Buy
+5,890
New +$1.71M 0.82% 35
2022
Q3 		– Sell
-8,680
Closed -$1.7M – 100
2022
Q2 		$1.7M Buy
+8,680
New +$1.57M 0.93% 35

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Madden Securities's ENPH Position: Q4 2023 in Review

Madden Securities sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 3,523 shares — an estimated $423K sold.

Madden Securities first reported a position in ENPH in Q2 2022 and held it in 5 quarters. The position peaked at $5.02M in Q1 2023. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Madden Securities reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Madden Securities sold 3,523 Enphase Energy shares in Q4 2023, an estimated $423K.
  • Madden Securities first reported a position in Enphase Energy in Q2 2022 and held it in 5 quarters.
  • Madden Securities's Enphase Energy position peaked at $5.02M in Q1 2023.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Madden Securities's 13F filing for Q4 2023, filed 13 Feb 2024.