V
ENPH icon

Veritable’s Enphase Energy ENPH Stock Holding History

Veritable’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 		– Sell
-1,326
Closed -$222K – 256
2023
Q2 		$222K Sell
1,326
-427
-24% -$76.3K ﹤0.01% 808
2023
Q1 		$369K Buy
1,753
+3
+0.2% +$650 0.01% 626
2022
Q4 		$464K Sell
1,750
-306
-15% -$89K 0.01% 546
2022
Q3 		$570K Sell
2,056
-508
-20% -$137K 0.01% 466
2022
Q2 		$501K Buy
2,564
+193
+8% +$34.9K 0.01% 541
2022
Q1 		$478K Buy
2,371
+633
+36% +$99.5K 0.01% 577
2021
Q4 		$318K Buy
1,738
+243
+16% +$50.7K ﹤0.01% 698
2021
Q3 		$224K Sell
1,495
-4
-0.3% -$686 ﹤0.01% 803
2021
Q2 		$275K Sell
1,499
-217
-13% -$31.8K ﹤0.01% 713
2021
Q1 		$278K Sell
1,716
-1,350
-44% -$242K ﹤0.01% 683
2020
Q4 		$538K Buy
+3,066
New +$389K 0.01% 473

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Veritable's ENPH Position: Q3 2023 in Review

Veritable sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,326 shares — an estimated $222K sold.

Veritable first reported a position in ENPH in Q4 2020 and held it in 11 quarters. The position peaked at $570K in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Veritable reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 1,326 Enphase Energy shares in Q3 2023, an estimated $222K.
  • Veritable first reported a position in Enphase Energy in Q4 2020 and held it in 11 quarters.
  • Veritable's Enphase Energy position peaked at $570K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.