Sutton Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Sutton Wealth Advisors’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	$20.1K	Buy	167 +27	+19%	+$3.85K	0.01%	359
2023 Q2	$23.4K	Sell	140 -6	-4%	-$1.07K	0.01%	332
2023 Q1	$30.7K	Buy	146 +93	+175%	+$20.1K	0.02%	255
2022 Q4	$14K	Sell	53 -2	-4%	-$582	0.01%	828
2022 Q3	$15.3K	Buy	55 +2	+4%	+$539	0.01%	750
2022 Q2	$10.3K	Buy	53 +17	+47%	+$3.07K	﹤0.01%	894
2022 Q1	$7.26K	Buy	36 +16	+80%	+$2.51K	﹤0.01%	1020
2021 Q4	$3.66K	Buy	20 +6	+43%	+$1.25K	﹤0.01%	1112
2021 Q3	$2.1K	Buy	14 +7	+100%	+$1.2K	﹤0.01%	1165
2021 Q2	$1.28K	Buy	+7	New	+$1.03K	﹤0.01%	1209

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's ENPH Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Enphase Energy (ENPH) stake by 19% in Q3 2023, buying an estimated $3.85K and bringing the position to 167 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #359.

Sutton Wealth Advisors first reported a position in ENPH in Q2 2021 and has held it in 10 quarters since. The position peaked at $30.7K in Q1 2023. 784 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

Sutton Wealth Advisors held 167 shares of Enphase Energy worth $20.1K as of Q3 2023.
Sutton Wealth Advisors bought 27 Enphase Energy shares in Q3 2023, an estimated $3.85K.
Enphase Energy made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #359 holding.
Sutton Wealth Advisors first reported a position in Enphase Energy in Q2 2021 and has held it in 10 quarters since.
Sutton Wealth Advisors's Enphase Energy position peaked at $30.7K in Q1 2023.
784 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.