Next Financial Group’s Enphase Energy ENPH Stock Holding History

Next Financial Group’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 Q4	$157K	Buy	858 +105	+14%	+$21.9K	0.01%	989
2021 Q3	$113K	Buy	753 +306	+68%	+$52.5K	0.01%	1056
2021 Q2	$82K	Sell	447 -219	-33%	-$32.1K	0.01%	1203
2021 Q1	$108K	Buy	666 +187	+39%	+$33.6K	0.01%	999
2020 Q4	$84K	Buy	+479	New	+$60.8K	0.01%	1013
2020 Q2	–	Sell	-550	Closed	-$18K	–	948
2020 Q1	$18K	Sell	550 -200	-27%	-$7.54K	﹤0.01%	1305
2019 Q4	$20K	Sell	750 -150	-17%	-$3.41K	﹤0.01%	1526
2019 Q3	$20K	Buy	+900	New	+$23.1K	﹤0.01%	1441
2016 Q1	–	Sell	-500	Closed	-$1K	–	1766
2015 Q4	$1K	Hold	500	–	–	﹤0.01%	1670
2015 Q3	$1K	Hold	500	–	–	﹤0.01%	1697
2015 Q2	$3K	Hold	500	–	–	﹤0.01%	1590
2015 Q1	$6K	Hold	500	–	–	﹤0.01%	1419
2014 Q4	$7K	Hold	500	–	–	﹤0.01%	1378
2014 Q3	$7K	Hold	500	–	–	﹤0.01%	1920
2014 Q2	$6K	Buy	+500	New	+$4.06K	﹤0.01%	877

Other funds holding ENPH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Next Financial Group's ENPH Position: Q4 2021 in Review

Next Financial Group increased its Enphase Energy (ENPH) stake by 14% in Q4 2021, buying an estimated $21.9K and bringing the position to 858 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #989.

Next Financial Group first reported a position in ENPH in Q2 2014 and has held it in 15 quarters since. 749 funds tracked by Wall St. Rank hold ENPH as of Q4 2021.

Next Financial Group held 858 shares of Enphase Energy worth $157K as of Q4 2021.
Next Financial Group bought 105 Enphase Energy shares in Q4 2021, an estimated $21.9K.
Enphase Energy made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #989 holding.
Next Financial Group first reported a position in Enphase Energy in Q2 2014 and has held it in 15 quarters since.
749 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.