Capital Advisors Inc’s Enphase Energy ENPH Stock Holding History

Capital Advisors Inc’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	-20,000	Closed	-$14.3K	–	346
2025 Q3	$14.3K	Buy	+20,000	New	+$743K	﹤0.01%	341

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 $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital Advisors Inc's ENPH Position: Q4 2025 in Review

Capital Advisors Inc sold out of Enphase Energy (ENPH) in Q4 2025, closing a stake of 20,000 shares — an estimated $14.3K sold.

Capital Advisors Inc first reported a position in ENPH in Q3 2025 and held it in 1 quarter. The position peaked at $14.3K in Q3 2025. 473 funds tracked by Wall St. Rank hold ENPH as of Q4 2025.

Capital Advisors Inc reported no remaining Enphase Energy position as of Q4 2025 after selling out during the quarter.
Capital Advisors Inc sold 20,000 Enphase Energy shares in Q4 2025, an estimated $14.3K.
Capital Advisors Inc first reported a position in Enphase Energy in Q3 2025 and held it in 1 quarter.
Capital Advisors Inc's Enphase Energy position peaked at $14.3K in Q3 2025.
473 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2025.

Based on Capital Advisors Inc's 13F filing for Q4 2025, filed 15 Jan 2026.