Capstone Investment Advisors
ENPH icon

Capstone Investment Advisors’s Enphase Energy ENPH Stock Holding History

Capstone 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
2026
Q2 		$335K Buy
+6,803
New +$310K ﹤0.01% 1403
2026
Q1 		– Sell
-9,125
Closed -$292K – 1655
2025
Q4 		$292K Sell
9,125
-108
-1% -$3.5K ﹤0.01% 1364
2025
Q3 		$327K Sell
9,233
-10,571
-53% -$393K ﹤0.01% 1616
2025
Q2 		$785K Buy
19,804
+11,228
+131% +$519K ﹤0.01% 940
2025
Q1 		$532K Sell
8,576
-12,028
-58% -$761K ﹤0.01% 1059
2024
Q4 		$1.42M Buy
20,604
+11,755
+133% +$933K ﹤0.01% 955
2024
Q3 		$1M Sell
8,849
-8,464
-49% -$946K ﹤0.01% 962
2024
Q2 		$1.73M Buy
17,313
+11,894
+219% +$1.39M 0.01% 781
2024
Q1 		$656K Buy
+5,419
New +$632K ﹤0.01% 1407
2023
Q4 		– Sell
-9,952
Closed -$1.06M – 2184
2023
Q3 		$1.2M Sell
9,952
-2,882
-22% -$411K 0.01% 921
2023
Q2 		$2.15M Buy
12,834
+9,877
+334% +$1.76M 0.01% 622
2023
Q1 		$622K Buy
+2,957
New +$640K ﹤0.01% 944
2022
Q2 		– Sell
-1,064
Closed -$192K – 1907
2022
Q1 		$215K Sell
1,064
-1,897
-64% -$298K ﹤0.01% 1649
2021
Q4 		$542K Sell
2,961
-16,325
-85% -$3.41M ﹤0.01% 1435
2021
Q3 		$2.89M Buy
+19,286
New +$3.31M 0.01% 1062
2021
Q2 		– Sell
-8,499
Closed -$1.25M – 1757
2021
Q1 		$1.38M Buy
+8,499
New +$1.53M ﹤0.01% 1034

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's ENPH Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Enphase Energy (ENPH) in Q2 2026: 6,803 shares worth $335K. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in ENPH as recently as Q4 2025.

Capstone Investment Advisors first reported a position in ENPH in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.89M in Q3 2021. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Capstone Investment Advisors held 6,803 shares of Enphase Energy worth $335K as of Q2 2026.
  • Enphase Energy was a new Capstone Investment Advisors position in Q2 2026.
  • Enphase Energy made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1403 holding.
  • Capstone Investment Advisors first reported a position in Enphase Energy in Q1 2021 and has held it in 16 quarters since.
  • Capstone Investment Advisors's Enphase Energy position peaked at $2.89M in Q3 2021.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.