MAFM
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Mid Atlantic Financial Management’s Enphase Energy ENPH Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$284K Hold
1,892
– – 0.02% 683
2021
Q2 		$347K Buy
1,892
+104
+6% +$15.3K 0.02% 606
2021
Q1 		$290K Buy
1,788
+138
+8% +$24.8K 0.02% 643
2020
Q4 		$290K Sell
1,650
-1,000
-38% -$127K 0.02% 590
2020
Q3 		$310K Sell
2,650
-2,100
-44% -$141K 0.03% 507
2020
Q2 		$226K Buy
+4,750
New +$227K 0.02% 588

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid Atlantic Financial Management's ENPH Position: Q3 2021 in Review

Mid Atlantic Financial Management held its Enphase Energy (ENPH) position steady in Q3 2021 at 1,892 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #683.

Mid Atlantic Financial Management first reported a position in ENPH in Q2 2020 and has held it in 6 quarters since. The position peaked at $347K in Q2 2021. 638 funds tracked by Wall St. Rank hold ENPH as of Q3 2021.

  • Mid Atlantic Financial Management held 1,892 shares of Enphase Energy worth $284K as of Q3 2021.
  • Mid Atlantic Financial Management left its Enphase Energy share count unchanged in Q3 2021.
  • Enphase Energy made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #683 holding.
  • Mid Atlantic Financial Management first reported a position in Enphase Energy in Q2 2020 and has held it in 6 quarters since.
  • Mid Atlantic Financial Management's Enphase Energy position peaked at $347K in Q2 2021.
  • 638 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.