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Capital Investment Advisors’s Enphase Energy ENPH Stock Holding History

Capital Investment Advisors’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
2024
Q2 		– Sell
-2,158
Closed -$261K – 654
2024
Q1 		$261K Sell
2,158
-105
-5% -$12.3K 0.01% 520
2023
Q4 		$299K Buy
2,263
+65
+3% +$6.89K 0.01% 469
2023
Q3 		$264K Buy
2,198
+64
+3% +$9.12K 0.01% 482
2023
Q2 		$357K Hold
2,134
– – 0.01% 394
2023
Q1 		$449K Sell
2,134
-50
-2% -$10.8K 0.01% 365
2022
Q4 		$579K Buy
+2,184
New +$635K 0.02% 336

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Investment Advisors's ENPH Position: Q2 2024 in Review

Capital Investment Advisors sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 2,158 shares — an estimated $261K sold.

Capital Investment Advisors first reported a position in ENPH in Q4 2022 and held it in 6 quarters. The position peaked at $579K in Q4 2022. 713 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • Capital Investment Advisors reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • Capital Investment Advisors sold 2,158 Enphase Energy shares in Q2 2024, an estimated $261K.
  • Capital Investment Advisors first reported a position in Enphase Energy in Q4 2022 and held it in 6 quarters.
  • Capital Investment Advisors's Enphase Energy position peaked at $579K in Q4 2022.
  • 713 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on Capital Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.