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Regal Investment Advisors’s Enphase Energy ENPH Stock Holding History

Regal Investment Advisors’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
Q3 		– Sell
-1,211
Closed -$203K – 508
2023
Q2 		$203K Sell
1,211
-1,978
-62% -$353K 0.02% 477
2023
Q1 		$671K Buy
3,189
+1,874
+143% +$406K 0.06% 245
2022
Q4 		$348K Sell
1,315
-13
-1% -$3.78K 0.03% 349
2022
Q3 		$368K Buy
1,328
+34
+3% +$9.17K 0.04% 319
2022
Q2 		$253K Buy
1,294
+10
+0.8% +$1.81K 0.03% 407
2022
Q1 		$259K Sell
1,284
-9
-0.7% -$1.41K 0.02% 445
2021
Q4 		$237K Buy
+1,293
New +$270K 0.02% 485
2021
Q3 		– Sell
-1,263
Closed -$232K – 530
2021
Q2 		$232K Buy
+1,263
New +$185K 0.02% 482
2021
Q1 		– Sell
-2,116
Closed -$371K – 134
2020
Q4 		$371K Buy
+2,116
New +$268K 0.04% 325

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's ENPH Position: Q3 2023 in Review

Regal Investment Advisors sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,211 shares — an estimated $203K sold.

Regal Investment Advisors first reported a position in ENPH in Q4 2020 and held it in 9 quarters. The position peaked at $671K in Q1 2023. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Regal Investment Advisors reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 1,211 Enphase Energy shares in Q3 2023, an estimated $203K.
  • Regal Investment Advisors first reported a position in Enphase Energy in Q4 2020 and held it in 9 quarters.
  • Regal Investment Advisors's Enphase Energy position peaked at $671K in Q1 2023.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.