NEIRG Wealth Management’s Enphase Energy ENPH Stock Holding History

NEIRG 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
2023 Q3	–	Sell	-12,344	Closed	-$2.07M	–	32
2023 Q2	$2.07M	Sell	12,344 -14	-0.1%	-$2.5K	0.38%	58
2023 Q1	$2.6M	Sell	12,358 -24	-0.2%	-$5.2K	0.45%	57
2022 Q4	$3.28M	Sell	12,382 -185	-1%	-$53.8K	0.62%	50
2022 Q3	$3.49M	Sell	12,567 -6,595	-34%	-$1.78M	0.7%	40
2022 Q2	$3.74M	Sell	19,162 -635	-3%	-$115K	0.82%	33
2022 Q1	$4M	Sell	19,797 -709	-3%	-$111K	0.78%	35
2021 Q4	$3.75M	Buy	+20,506	New	+$4.28M	0.72%	38

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEIRG Wealth Management's ENPH Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 12,344 shares — an estimated $2.07M sold.

NEIRG Wealth Management first reported a position in ENPH in Q4 2021 and held it in 7 quarters. The position peaked at $4M in Q1 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

NEIRG Wealth Management reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 12,344 Enphase Energy shares in Q3 2023, an estimated $2.07M.
NEIRG Wealth Management first reported a position in Enphase Energy in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's Enphase Energy position peaked at $4M in Q1 2022.
783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.