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Peterson Wealth Management’s Enphase Energy ENPH Stock Holding History

Peterson 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
Q4 		– Sell
-2,558
Closed -$307K – 56
2023
Q3 		$307K Sell
2,558
-1,076
-30% -$153K 0.25% 52
2023
Q2 		$609K Buy
+3,634
New +$649K 0.48% 41

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

Peterson Wealth Management's ENPH Position: Q4 2023 in Review

Peterson Wealth Management sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 2,558 shares — an estimated $307K sold.

Peterson Wealth Management first reported a position in ENPH in Q2 2023 and held it in 2 quarters. The position peaked at $609K in Q2 2023. 757 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Peterson Wealth Management reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Peterson Wealth Management sold 2,558 Enphase Energy shares in Q4 2023, an estimated $307K.
  • Peterson Wealth Management first reported a position in Enphase Energy in Q2 2023 and held it in 2 quarters.
  • Peterson Wealth Management's Enphase Energy position peaked at $609K in Q2 2023.
  • 757 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Peterson Wealth Management's 13F filing for Q4 2023, filed 22 Feb 2024.