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Summit Wealth & Retirement Planning’s Enphase Energy ENPH Stock Holding History

Summit Wealth & Retirement Planning’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
-1,382
Closed -$291K – 70
2023
Q1 		$291K Buy
+1,382
New +$299K 0.11% 85

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

Summit Wealth & Retirement Planning's ENPH Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 1,382 shares — an estimated $291K sold.

Summit Wealth & Retirement Planning first reported a position in ENPH in Q1 2023 and held it in 1 quarter. The position peaked at $291K in Q1 2023. 863 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,382 Enphase Energy shares in Q2 2023, an estimated $291K.
  • Summit Wealth & Retirement Planning first reported a position in Enphase Energy in Q1 2023 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's Enphase Energy position peaked at $291K in Q1 2023.
  • 863 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.