MIM
ENPH icon

Moseley Investment Management’s Enphase Energy ENPH Stock Holding History

Moseley Investment 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
-855
Closed -$227K – 144
2022
Q4 		$227K Buy
855
+70
+9% +$20.4K 0.16% 128
2022
Q3 		$218K Buy
+785
New +$212K 0.16% 128

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

Moseley Investment Management's ENPH Position: Q1 2023 in Review

Moseley Investment Management sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 855 shares — an estimated $227K sold.

Moseley Investment Management first reported a position in ENPH in Q3 2022 and held it in 2 quarters. The position peaked at $227K in Q4 2022. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

  • Moseley Investment Management reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
  • Moseley Investment Management sold 855 Enphase Energy shares in Q1 2023, an estimated $227K.
  • Moseley Investment Management first reported a position in Enphase Energy in Q3 2022 and held it in 2 quarters.
  • Moseley Investment Management's Enphase Energy position peaked at $227K in Q4 2022.
  • 915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Moseley Investment Management's 13F filing for Q1 2023, filed 3 May 2023.