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Cape Investment Advisory’s Enphase Energy ENPH Stock Holding History

Cape Investment 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
Q3 		– Sell
-3
Closed -$119 – 944
2025
Q2 		$119 Hold
3
– – ﹤0.01% 1140
2025
Q1 		$186 Hold
3
– – ﹤0.01% 1054
2024
Q4 		$206 Hold
3
– – ﹤0.01% 1047
2024
Q3 		$339 Hold
3
– – ﹤0.01% 910
2024
Q2 		$299 Hold
3
– – ﹤0.01% 881
2024
Q1 		$363 Hold
3
– – ﹤0.01% 886
2023
Q4 		$396 Hold
3
– – ﹤0.01% 1066
2023
Q3 		$360 Hold
3
– – ﹤0.01% 878
2023
Q2 		$502 Hold
3
– – ﹤0.01% 855
2023
Q1 		$631 Buy
+3
New +$650 ﹤0.01% 900

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cape Investment Advisory's ENPH Position: Q3 2025 in Review

Cape Investment Advisory sold out of Enphase Energy (ENPH) in Q3 2025, closing a stake of 3 shares — an estimated $119 sold.

Cape Investment Advisory first reported a position in ENPH in Q1 2023 and held it in 10 quarters. The position peaked at $631 in Q1 2023. 489 funds tracked by Wall St. Rank hold ENPH as of Q3 2025.

  • Cape Investment Advisory reported no remaining Enphase Energy position as of Q3 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 3 Enphase Energy shares in Q3 2025, an estimated $119.
  • Cape Investment Advisory first reported a position in Enphase Energy in Q1 2023 and held it in 10 quarters.
  • Cape Investment Advisory's Enphase Energy position peaked at $631 in Q1 2023.
  • 489 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.