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ENPH icon

Navellier & Associates’s Enphase Energy ENPH Stock Holding History

Navellier & Associates’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
-20,395
Closed -$2.45M – 330
2023
Q3 		$2.45M Sell
20,395
-3,286
-14% -$468K 0.42% 81
2023
Q2 		$3.97M Buy
23,681
+534
+2% +$95.4K 0.77% 41
2023
Q1 		$4.87M Buy
23,147
+676
+3% +$146K 1.02% 17
2022
Q4 		$5.95M Sell
22,471
-20
-0.1% -$5.82K 1.21% 19
2022
Q3 		$6.24M Buy
22,491
+6,984
+45% +$1.88M 1.39% 12
2022
Q2 		$3.03M Sell
15,507
-7,174
-32% -$1.3M 0.65% 53
2022
Q1 		$4.58M Sell
22,681
-6,493
-22% -$1.02M 0.78% 41
2021
Q4 		$5.34M Sell
29,174
-25,909
-47% -$5.41M 0.78% 38
2021
Q3 		$8.26M Buy
55,083
+1,493
+3% +$256K 1.25% 13
2021
Q2 		$9.84M Buy
53,590
+7,534
+16% +$1.11M 1.48% 9
2021
Q1 		$7.47M Buy
46,056
+2,361
+5% +$424K 1.34% 13
2020
Q4 		$7.67M Sell
43,695
-7,949
-15% -$1.01M 1.39% 15
2020
Q3 		$4.26M Buy
51,644
+4,104
+9% +$275K 0.93% 33
2020
Q2 		$2.26M Sell
47,540
-6,396
-12% -$306K 0.54% 64
2020
Q1 		$1.74M Sell
53,936
-1,626
-3% -$61.3K 0.41% 67
2019
Q4 		$1.45M Buy
+55,562
New +$1.26M 0.23% 110

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

Navellier & Associates's ENPH Position: Q4 2023 in Review

Navellier & Associates sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 20,395 shares — an estimated $2.45M sold.

Navellier & Associates first reported a position in ENPH in Q4 2019 and held it in 16 quarters. The position peaked at $9.84M in Q2 2021. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Navellier & Associates reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Navellier & Associates sold 20,395 Enphase Energy shares in Q4 2023, an estimated $2.45M.
  • Navellier & Associates first reported a position in Enphase Energy in Q4 2019 and held it in 16 quarters.
  • Navellier & Associates's Enphase Energy position peaked at $9.84M in Q2 2021.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Navellier & Associates's 13F filing for Q4 2023, filed 8 Feb 2024.