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Capital Advisors Ltd’s Enphase Energy ENPH Stock Holding History

Capital Advisors Ltd’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
2026
Q2 		– Sell
-31
Closed -$1K – 1427
2026
Q1 		$1K Buy
31
+12
+63% +$498 ﹤0.01% 1196
2025
Q4 		$1K Buy
+19
New +$615 ﹤0.01% 1175
2025
Q3 		– Sell
-33
Closed -$1K – 1408
2025
Q2 		$1K Buy
33
+22
+200% +$1.02K ﹤0.01% 1176
2025
Q1 		$1K Sell
11
-101
-90% -$6.39K ﹤0.01% 1164
2024
Q4 		$8K Buy
112
+82
+273% +$6.51K ﹤0.01% 830
2024
Q3 		$3K Buy
30
+15
+100% +$1.68K ﹤0.01% 993
2024
Q2 		$1K Sell
15
-11
-42% -$1.28K ﹤0.01% 1170
2024
Q1 		$3K Buy
26
+4
+18% +$467 ﹤0.01% 968
2023
Q4 		$3K Buy
22
+15
+214% +$1.59K ﹤0.01% 936
2023
Q3 		$1K Buy
+7
New +$997 ﹤0.01% 1114
2023
Q2 		– Sell
-9
Closed -$2K – 1352
2023
Q1 		$2K Sell
9
-5
-36% -$1.08K ﹤0.01% 885
2022
Q4 		$4K Sell
14
-7
-33% -$2.04K ﹤0.01% 706
2022
Q3 		$6K Buy
21
+13
+163% +$3.51K ﹤0.01% 600
2022
Q2 		$2K Buy
8
+1
+14% +$181 ﹤0.01% 659
2022
Q1 		$1K Buy
7
+3
+75% +$471 ﹤0.01% 703
2021
Q4 		$1K Buy
+4
New +$835 ﹤0.01% 653

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Ltd's ENPH Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Enphase Energy (ENPH) in Q2 2026, closing a stake of 31 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in ENPH in Q4 2021 and held it in 16 quarters. The position peaked at $8K in Q4 2024. 533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Enphase Energy position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 31 Enphase Energy shares in Q2 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Enphase Energy in Q4 2021 and held it in 16 quarters.
  • Capital Advisors Ltd's Enphase Energy position peaked at $8K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.