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Stockman Wealth Management’s Enphase Energy ENPH Stock Holding History

Stockman Wealth Management’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
Q2 		– Sell
-1,025
Closed -$216K – 200
2023
Q1 		$216K Hold
1,025
– – 0.05% 185
2022
Q4 		$272K Buy
+1,025
New +$298K 0.06% 160

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stockman Wealth Management's ENPH Position: Q2 2023 in Review

Stockman Wealth Management sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,025 shares — an estimated $216K sold.

Stockman Wealth Management first reported a position in ENPH in Q4 2022 and held it in 2 quarters. The position peaked at $272K in Q4 2022. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

  • Stockman Wealth Management reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
  • Stockman Wealth Management sold 1,025 Enphase Energy shares in Q2 2023, an estimated $216K.
  • Stockman Wealth Management first reported a position in Enphase Energy in Q4 2022 and held it in 2 quarters.
  • Stockman Wealth Management's Enphase Energy position peaked at $272K in Q4 2022.
  • 863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Stockman Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.