Principal Street Partners’s Enphase Energy ENPH Stock Holding History

Principal Street Partners’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 Q1	–	Sell	-1,020	Closed	-$270K	–	229
2022 Q4	$270K	Sell	1,020 -178	-15%	-$51.8K	0.07%	187
2022 Q3	$333K	Sell	1,198 -356	-23%	-$96K	0.09%	151
2022 Q2	$303K	Sell	1,554 -89	-5%	-$16.1K	0.08%	161
2022 Q1	$331K	Sell	1,643 -814	-33%	-$128K	0.08%	171
2021 Q4	$449K	Sell	2,457 -2,205	-47%	-$460K	0.11%	148
2021 Q3	$699K	Buy	4,662 +108	+2%	+$18.5K	0.19%	90
2021 Q2	$837K	Sell	4,554 -8,250	-64%	-$1.21M	0.22%	91
2021 Q1	$2.08M	Buy	12,804 +6,273	+96%	+$1.13M	0.27%	72
2020 Q4	$1.15M	Buy	6,531 +2,968	+83%	+$376K	0.35%	69
2020 Q3	$294K	Buy	+3,563	New	+$239K	0.1%	127

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principal Street Partners's ENPH Position: Q1 2023 in Review

Principal Street Partners sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 1,020 shares — an estimated $270K sold.

Principal Street Partners first reported a position in ENPH in Q3 2020 and held it in 10 quarters. The position peaked at $2.08M in Q1 2021. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

Principal Street Partners reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
Principal Street Partners sold 1,020 Enphase Energy shares in Q1 2023, an estimated $270K.
Principal Street Partners first reported a position in Enphase Energy in Q3 2020 and held it in 10 quarters.
Principal Street Partners's Enphase Energy position peaked at $2.08M in Q1 2021.
915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Principal Street Partners's 13F filing for Q1 2023, filed 11 May 2023.