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Money Concepts Capital’s Enphase Energy ENPH Stock Holding History

Money Concepts Capital’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
Q3 		– Sell
-1,281
Closed -$215K – 352
2023
Q2 		$215K Sell
1,281
-4,809
-79% -$859K 0.02% 351
2023
Q1 		$1.28M Buy
6,090
+187
+3% +$40.5K 0.07% 185
2022
Q4 		$1.56M Buy
5,903
+241
+4% +$70.1K 0.07% 215
2022
Q3 		$1.57M Buy
5,662
+5,361
+1,781% +$1.45M 0.09% 188
2022
Q2 		$59K Sell
301
-175
-37% -$31.6K 0.01% 672
2022
Q1 		$96K Buy
+476
New +$74.8K 0.01% 1005

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Money Concepts Capital's ENPH Position: Q3 2023 in Review

Money Concepts Capital sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,281 shares — an estimated $215K sold.

Money Concepts Capital first reported a position in ENPH in Q1 2022 and held it in 6 quarters. The position peaked at $1.57M in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Money Concepts Capital reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,281 Enphase Energy shares in Q3 2023, an estimated $215K.
  • Money Concepts Capital first reported a position in Enphase Energy in Q1 2022 and held it in 6 quarters.
  • Money Concepts Capital's Enphase Energy position peaked at $1.57M in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Money Concepts Capital's 13F filing for Q3 2023, filed 1 Nov 2023.