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Cape Investment Advisory’s SolarEdge SEDG Stock Holding History

Cape Investment Advisory’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11
Closed -$407 – 1335
2025
Q3 		$407 Hold
11
– – ﹤0.01% 788
2025
Q2 		$224 Hold
11
– – ﹤0.01% 1112
2025
Q1 		$178 Hold
11
– – ﹤0.01% 1057
2024
Q4 		$150 Hold
11
– – ﹤0.01% 1067
2024
Q3 		$252 Hold
11
– – ﹤0.01% 916
2024
Q2 		$278 Hold
11
– – ﹤0.01% 883
2024
Q1 		$781 Hold
11
– – ﹤0.01% 867
2023
Q4 		$1.03K Hold
11
– – ﹤0.01% 1009
2023
Q3 		$1.43K Hold
11
– – ﹤0.01% 814
2023
Q2 		$2.96K Hold
11
– – ﹤0.01% 734
2023
Q1 		$3.34K Buy
+11
New +$3.35K ﹤0.01% 747

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cape Investment Advisory's SEDG Position: Q4 2025 in Review

Cape Investment Advisory sold out of SolarEdge (SEDG) in Q4 2025, closing a stake of 11 shares — an estimated $407 sold.

Cape Investment Advisory first reported a position in SEDG in Q1 2023 and held it in 11 quarters. The position peaked at $3.34K in Q1 2023. 305 funds tracked by Wall St. Rank hold SEDG as of Q4 2025.

  • Cape Investment Advisory reported no remaining SolarEdge position as of Q4 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 11 SolarEdge shares in Q4 2025, an estimated $407.
  • Cape Investment Advisory first reported a position in SolarEdge in Q1 2023 and held it in 11 quarters.
  • Cape Investment Advisory's SolarEdge position peaked at $3.34K in Q1 2023.
  • 305 funds tracked by Wall St. Rank held SolarEdge as of Q4 2025.

Based on Cape Investment Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.