Capital International Investors
ENPH icon

Capital International Investors’s Enphase Energy ENPH Stock Holding History

Capital International Investors’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
2023
Q3 		– Sell
-724,859
Closed -$121M – 439
2023
Q2 		$121M Buy
724,859
+170,695
+31% +$30.5M 0.03% 271
2023
Q1 		$117M Buy
554,164
+543
+0.1% +$118K 0.03% 276
2022
Q4 		$147M Buy
553,621
+23
+0% +$6.69K 0.04% 261
2022
Q3 		$154M Sell
553,598
-105,685
-16% -$28.5M 0.04% 257
2022
Q2 		$129M Buy
659,283
+86
+0% +$15.5K 0.04% 275
2022
Q1 		$133M Sell
659,197
-424,756
-39% -$66.7M 0.03% 283
2021
Q4 		$198M Sell
1,083,953
-924,867
-46% -$193M 0.04% 271
2021
Q3 		$301M Buy
2,008,820
+108,347
+6% +$18.6M 0.07% 220
2021
Q2 		$349M Buy
1,900,473
+962,049
+103% +$141M 0.08% 205
2021
Q1 		$152M Buy
938,424
+35
+0% +$6.28K 0.04% 250
2020
Q4 		$165M Buy
+938,389
New +$119M 0.04% 252

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors's ENPH Position: Q3 2023 in Review

Capital International Investors sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 724,859 shares — an estimated $121M sold.

Capital International Investors first reported a position in ENPH in Q4 2020 and held it in 11 quarters. The position peaked at $349M in Q2 2021. 784 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Capital International Investors reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Capital International Investors sold 724,859 Enphase Energy shares in Q3 2023, an estimated $121M.
  • Capital International Investors first reported a position in Enphase Energy in Q4 2020 and held it in 11 quarters.
  • Capital International Investors's Enphase Energy position peaked at $349M in Q2 2021.
  • 784 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Capital International Investors's 13F filing for Q3 2023, filed 13 Nov 2023.