Capstone Investment Advisors
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's ENPH Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Enphase Energy (ENPH) in Q1 2026, closing a stake of 9,125 shares — an estimated $292K sold.

Capstone Investment Advisors first reported a position in ENPH in Q1 2021 and held it in 15 quarters. The position peaked at $2.89M in Q3 2021. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Enphase Energy position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 9,125 Enphase Energy shares in Q1 2026, an estimated $292K.
  • Capstone Investment Advisors first reported a position in Enphase Energy in Q1 2021 and held it in 15 quarters.
  • Capstone Investment Advisors's Enphase Energy position peaked at $2.89M in Q3 2021.
  • 493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.