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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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $1.66T AUM 25.57% 1-Year Est. Return