RBC
ENPH icon

Romano Brothers & Co’s Enphase Energy ENPH Stock Holding History

Romano Brothers & Co’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
2024
Q1 		– Sell
-1,805
Closed -$239K – 307
2023
Q4 		$239K Sell
1,805
-8,915
-83% -$946K 0.04% 274
2023
Q3 		$1.29M Buy
10,720
+8,345
+351% +$1.19M 0.2% 125
2023
Q2 		$398K Buy
+2,375
New +$424K 0.06% 232
2023
Q1 		– Sell
-5
Closed -$1.32K – 494
2022
Q4 		$1.32K Buy
+5
New +$1.46K ﹤0.01% 969

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Romano Brothers & Co's ENPH Position: Q1 2024 in Review

Romano Brothers & Co sold out of Enphase Energy (ENPH) in Q1 2024, closing a stake of 1,805 shares — an estimated $239K sold.

Romano Brothers & Co first reported a position in ENPH in Q4 2022 and held it in 4 quarters. The position peaked at $1.29M in Q3 2023. 725 funds tracked by Wall St. Rank hold ENPH as of Q1 2024.

  • Romano Brothers & Co reported no remaining Enphase Energy position as of Q1 2024 after selling out during the quarter.
  • Romano Brothers & Co sold 1,805 Enphase Energy shares in Q1 2024, an estimated $239K.
  • Romano Brothers & Co first reported a position in Enphase Energy in Q4 2022 and held it in 4 quarters.
  • Romano Brothers & Co's Enphase Energy position peaked at $1.29M in Q3 2023.
  • 725 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2024.

Based on Romano Brothers & Co's 13F filing for Q1 2024, filed 17 Apr 2024.