ZIM
ENPH icon

Zacks Investment Management’s Enphase Energy ENPH Stock Holding History

Zacks Investment 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
Q1 		– Sell
-24,867
Closed -$6.59M – 651
2022
Q4 		$6.59M Buy
24,867
+74
+0.3% +$21.5K 0.09% 166
2022
Q3 		$6.88M Buy
24,793
+22,665
+1,065% +$6.11M 0.11% 147
2022
Q2 		$415K Buy
+2,128
New +$385K 0.01% 453
2021
Q2 		– Sell
-7,350
Closed -$1.19M – 582
2021
Q1 		$1.19M Sell
7,350
-6,378
-46% -$1.14M 0.02% 338
2020
Q4 		$2.41M Sell
13,728
-13,421
-49% -$1.7M 0.04% 226
2020
Q3 		$2.24M Sell
27,149
-4,079
-13% -$273K 0.05% 210
2020
Q2 		$1.49M Sell
31,228
-17,906
-36% -$856K 0.03% 244
2020
Q1 		$1.59M Sell
49,134
-28,605
-37% -$1.08M 0.04% 224
2019
Q4 		$2.03M Sell
77,739
-15,924
-17% -$362K 0.04% 264
2019
Q3 		$2.08M Sell
93,663
-13,394
-13% -$343K 0.04% 245
2019
Q2 		$1.95M Buy
+107,057
New +$1.47M 0.04% 266

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Zacks Investment Management's ENPH Position: Q1 2023 in Review

Zacks Investment Management sold out of Enphase Energy (ENPH) in Q1 2023, closing a stake of 24,867 shares — an estimated $6.59M sold.

Zacks Investment Management first reported a position in ENPH in Q2 2019 and held it in 11 quarters. The position peaked at $6.88M in Q3 2022. 915 funds tracked by Wall St. Rank hold ENPH as of Q1 2023.

  • Zacks Investment Management reported no remaining Enphase Energy position as of Q1 2023 after selling out during the quarter.
  • Zacks Investment Management sold 24,867 Enphase Energy shares in Q1 2023, an estimated $6.59M.
  • Zacks Investment Management first reported a position in Enphase Energy in Q2 2019 and held it in 11 quarters.
  • Zacks Investment Management's Enphase Energy position peaked at $6.88M in Q3 2022.
  • 915 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.