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SteelPeak Wealth’s Enphase Energy ENPH Stock Holding History

SteelPeak Wealth’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
Q2 		– Sell
-4,893
Closed -$592K – 556
2024
Q1 		$592K Buy
+4,893
New +$571K 0.03% 276
2023
Q4 		– Sell
-12,300
Closed -$1.48M – 465
2023
Q3 		$1.48M Buy
12,300
+6,100
+98% +$869K 0.09% 158
2023
Q2 		$1.04M Sell
6,200
-1,088
-15% -$194K 0.06% 182
2023
Q1 		$1.53M Buy
7,288
+4,037
+124% +$874K 0.1% 137
2022
Q4 		$861K Buy
3,251
+735
+29% +$214K 0.06% 186
2022
Q3 		$698K Sell
2,516
-909
-27% -$245K 0.05% 198
2022
Q2 		$669K Sell
3,425
-3,256
-49% -$589K 0.05% 214
2022
Q1 		$1.35M Buy
6,681
+3,722
+126% +$585K 0.08% 154
2021
Q4 		$541K Sell
2,959
-2,217
-43% -$463K 0.03% 244
2021
Q3 		$776K Buy
5,176
+2,106
+69% +$361K 0.05% 194
2021
Q2 		$564K Buy
3,070
+1,072
+54% +$157K 0.04% 255
2021
Q1 		$324K Buy
+1,998
New +$359K 0.03% 290

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

SteelPeak Wealth's ENPH Position: Q2 2024 in Review

SteelPeak Wealth sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 4,893 shares — an estimated $592K sold.

SteelPeak Wealth first reported a position in ENPH in Q1 2021 and held it in 12 quarters. The position peaked at $1.53M in Q1 2023. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • SteelPeak Wealth reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 4,893 Enphase Energy shares in Q2 2024, an estimated $592K.
  • SteelPeak Wealth first reported a position in Enphase Energy in Q1 2021 and held it in 12 quarters.
  • SteelPeak Wealth's Enphase Energy position peaked at $1.53M in Q1 2023.
  • 716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on SteelPeak Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.