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NFJ Investment Group’s Enphase Energy ENPH Stock Holding History

NFJ Investment 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
2023
Q4 		– Sell
-141,949
Closed -$17.1M – 224
2023
Q3 		$17.1M Sell
141,949
-12,600
-8% -$1.79M 0.5% 67
2023
Q2 		$25.9M Buy
154,549
+154,540
+1,717,111% +$27.6M 0.69% 51
2023
Q1 		$1.89K Sell
9
-1,263
-99% -$274K ﹤0.01% 258
2022
Q4 		$337K Sell
1,272
-3,517
-73% -$1.02M 0.01% 275
2022
Q3 		$1.22M Buy
4,789
+128
+3% +$34.5K 0.03% 270
2022
Q2 		$910K Buy
4,661
+304
+7% +$55K 0.02% 289
2022
Q1 		$880K Buy
4,357
+2,420
+125% +$380K 0.02% 308
2021
Q4 		$355K Buy
+1,937
New +$404K 0.01% 351

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NFJ Investment Group's ENPH Position: Q4 2023 in Review

NFJ Investment Group sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 141,949 shares — an estimated $17.1M sold.

NFJ Investment Group first reported a position in ENPH in Q4 2021 and held it in 8 quarters. The position peaked at $25.9M in Q2 2023. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • NFJ Investment Group reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • NFJ Investment Group sold 141,949 Enphase Energy shares in Q4 2023, an estimated $17.1M.
  • NFJ Investment Group first reported a position in Enphase Energy in Q4 2021 and held it in 8 quarters.
  • NFJ Investment Group's Enphase Energy position peaked at $25.9M in Q2 2023.
  • 757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on NFJ Investment Group's 13F filing for Q4 2023, filed 15 Feb 2024.