SFG
ENPH icon

Steward Financial Group’s Enphase Energy ENPH Stock Holding History

Steward Financial Group’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 		$1K Buy
+14
New +$1.99K ﹤0.01% 1140
2023
Q2 		– Sell
-233
Closed -$48K – 616
2023
Q1 		$48K Buy
233
+19
+9% +$4.12K 0.02% 90
2022
Q4 		$56K Buy
+214
New +$62.3K 0.03% 74
2022
Q3 		– Sell
-214
Closed -$41K – 464
2022
Q2 		$41K Buy
+214
New +$38.7K 0.03% 108

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

Steward Financial Group's ENPH Position: Q3 2023 in Review

Steward Financial Group opened a new position in Enphase Energy (ENPH) in Q3 2023: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ENPH as recently as Q1 2023.

Steward Financial Group first reported a position in ENPH in Q2 2022 and has held it in 4 quarters since. The position peaked at $56K in Q4 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Steward Financial Group held 14 shares of Enphase Energy worth $1K as of Q3 2023.
  • Enphase Energy was a new Steward Financial Group position in Q3 2023.
  • Enphase Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1140 holding.
  • Steward Financial Group first reported a position in Enphase Energy in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Enphase Energy position peaked at $56K in Q4 2022.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.