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McGlone Suttner Wealth Management’s Enphase Energy ENPH Stock Holding History

McGlone Suttner Wealth 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
2024
Q1 		– Sell
-50
Closed -$6.61K – 352
2023
Q4 		$6.61K Buy
+50
New +$5.3K ﹤0.01% 550

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
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

McGlone Suttner Wealth Management's ENPH Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 50 shares — an estimated $6.61K sold.

McGlone Suttner Wealth Management first reported a position in ENPH in Q4 2023 and held it in 1 quarter. The position peaked at $6.61K in Q4 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 50 Enphase Energy shares in Q1 2024, an estimated $6.61K.
  • McGlone Suttner Wealth Management first reported a position in Enphase Energy in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Enphase Energy position peaked at $6.61K in Q4 2023.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.