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Stephens Inc’s Enphase Energy ENPH Stock Holding History

Stephens Inc’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
-1,882
Closed -$226K – 1258
2023
Q3 		$226K Buy
+1,882
New +$268K ﹤0.01% 996
2020
Q4 		– Sell
-7,131
Closed -$589K – 1232
2020
Q3 		$589K Buy
+7,131
New +$478K 0.01% 689
2019
Q3 		– Sell
-13,816
Closed -$252K – 1163
2019
Q2 		$252K Sell
13,816
-9,594
-41% -$132K 0.01% 992
2019
Q1 		$216K Buy
+23,410
New +$178K 0.01% 1031

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stephens Inc's ENPH Position: Q4 2023 in Review

Stephens Inc sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 1,882 shares — an estimated $226K sold.

Stephens Inc first reported a position in ENPH in Q1 2019 and held it in 4 quarters. The position peaked at $589K in Q3 2020. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Stephens Inc reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Stephens Inc sold 1,882 Enphase Energy shares in Q4 2023, an estimated $226K.
  • Stephens Inc first reported a position in Enphase Energy in Q1 2019 and held it in 4 quarters.
  • Stephens Inc's Enphase Energy position peaked at $589K in Q3 2020.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Stephens Inc's 13F filing for Q4 2023, filed 13 Feb 2024.