American Capital Advisory’s Enphase Energy ENPH Stock Holding History

American Capital Advisory’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
2025 Q4	–	Sell	-1	Closed	-$36	–	1099
2025 Q3	$36	Buy	+1	New	+$37	﹤0.01%	998
2024 Q2	–	Sell	-50	Closed	-$10.5K	–	463
2024 Q1	$10.5K	Buy	+50	New	+$5.83K	0.01%	245

Other funds holding ENPH

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

American Capital Advisory's ENPH Position: Q4 2025 in Review

American Capital Advisory sold out of Enphase Energy (ENPH) in Q4 2025, closing a stake of 1 share — an estimated $36 sold.

American Capital Advisory first reported a position in ENPH in Q1 2024 and held it in 2 quarters. The position peaked at $10.5K in Q1 2024. 473 funds tracked by Wall St. Rank hold ENPH as of Q4 2025.

American Capital Advisory reported no remaining Enphase Energy position as of Q4 2025 after selling out during the quarter.
American Capital Advisory sold 1 Enphase Energy share in Q4 2025, an estimated $36.
American Capital Advisory first reported a position in Enphase Energy in Q1 2024 and held it in 2 quarters.
American Capital Advisory's Enphase Energy position peaked at $10.5K in Q1 2024.
473 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2025.

Based on American Capital Advisory's 13F filing for Q4 2025, filed 30 Jan 2026.