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Zeke Capital Advisors’s Enphase Energy ENPH Stock Holding History

Zeke 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
2022
Q4 		$273K Buy
1,030
+139
+16% +$40.4K 0.02% 359
2022
Q3 		$248K Sell
891
-985
-53% -$266K 0.02% 362
2022
Q2 		$366K Buy
1,876
+244
+15% +$44.1K 0.02% 273
2022
Q1 		$329K Buy
+1,632
New +$256K 0.02% 341

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Zeke Capital Advisors's ENPH Position: Q4 2022 in Review

Zeke Capital Advisors increased its Enphase Energy (ENPH) stake by 16% in Q4 2022, buying an estimated $40.4K and bringing the position to 1,030 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #359.

Zeke Capital Advisors first reported a position in ENPH in Q1 2022 and has held it in 4 quarters since. The position peaked at $366K in Q2 2022. 941 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

  • Zeke Capital Advisors held 1,030 shares of Enphase Energy worth $273K as of Q4 2022.
  • Zeke Capital Advisors bought 139 Enphase Energy shares in Q4 2022, an estimated $40.4K.
  • Enphase Energy made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #359 holding.
  • Zeke Capital Advisors first reported a position in Enphase Energy in Q1 2022 and has held it in 4 quarters since.
  • Zeke Capital Advisors's Enphase Energy position peaked at $366K in Q2 2022.
  • 941 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.