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NXG Investment Management’s SolarEdge SEDG Stock Holding History

NXG Investment Management’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,848
Closed -$4.8M – 67
2023
Q2 		$4.8M Sell
17,848
-16,626
-48% -$4.77M 0.46% 34
2023
Q1 		$10.5M Buy
34,474
+16,233
+89% +$4.95M 1.05% 22
2022
Q4 		$5.17M Buy
18,241
+2,819
+18% +$748K 0.49% 30
2022
Q3 		$3.57M Sell
15,422
-8,657
-36% -$2.55M 0.36% 32
2022
Q2 		$6.59M Buy
24,079
+2,991
+14% +$818K 0.68% 26
2022
Q1 		$6.8M Sell
21,088
-10,098
-32% -$2.77M 0.61% 26
2021
Q4 		$8.75M Buy
31,186
+3,892
+14% +$1.23M 0.85% 28
2021
Q3 		$7.24M Buy
27,294
+7,616
+39% +$2.07M 0.7% 30
2021
Q2 		$5.44M Buy
19,678
+2,308
+13% +$581K 0.52% 28
2021
Q1 		$4.99M Buy
17,370
+16,161
+1,337% +$4.87M 0.56% 27
2020
Q4 		$386K Sell
1,209
-1,506
-55% -$416K 0.04% 112
2020
Q3 		$647K Buy
+2,715
New +$522K 0.09% 76

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NXG Investment Management's SEDG Position: Q3 2023 in Review

NXG Investment Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 17,848 shares — an estimated $4.8M sold.

NXG Investment Management first reported a position in SEDG in Q3 2020 and held it in 12 quarters. The position peaked at $10.5M in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • NXG Investment Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • NXG Investment Management sold 17,848 SolarEdge shares in Q3 2023, an estimated $4.8M.
  • NXG Investment Management first reported a position in SolarEdge in Q3 2020 and held it in 12 quarters.
  • NXG Investment Management's SolarEdge position peaked at $10.5M in Q1 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on NXG Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.