Tortoise Capital Advisors’s Enphase Energy ENPH Stock Holding History

Tortoise Capital 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
2024 Q2	–	Sell	-4,348	Closed	-$526K	–	82
2024 Q1	$526K	Buy	+4,348	New	+$507K	0.01%	78
2022 Q4	–	Sell	-3,436	Closed	-$953K	–	113
2022 Q3	$953K	Sell	3,436 -242	-7%	-$65.3K	0.02%	87
2022 Q2	$718K	Buy	3,678 +3,674	+91,850%	+$664K	0.01%	96
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	139
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	133
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	154
2021 Q2	$1K	Buy	+4	New	+$587	﹤0.01%	140
2015 Q3	–	Sell	-67	Closed	-$1K	–	158
2015 Q2	$1K	Sell	67 -45	-40%	-$489	﹤0.01%	137
2015 Q1	$1K	Buy	112 +42	+60%	+$543	﹤0.01%	129
2014 Q4	$1K	Buy	+70	New	+$873	﹤0.01%	122

Other funds holding ENPH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Tortoise Capital Advisors's ENPH Position: Q2 2024 in Review

Tortoise Capital Advisors sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 4,348 shares — an estimated $526K sold.

Tortoise Capital Advisors first reported a position in ENPH in Q4 2014 and held it in 10 quarters. The position peaked at $953K in Q3 2022. 716 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

Tortoise Capital Advisors reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
Tortoise Capital Advisors sold 4,348 Enphase Energy shares in Q2 2024, an estimated $526K.
Tortoise Capital Advisors first reported a position in Enphase Energy in Q4 2014 and held it in 10 quarters.
Tortoise Capital Advisors's Enphase Energy position peaked at $953K in Q3 2022.
716 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Tortoise Capital Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.