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
2025
Q2 		– Sell
-23,300
Closed -$1.45M – 1632
2025
Q1 		$1.45M Sell
23,300
-1,900
-8% -$120K ﹤0.01% 776
2024
Q4 		$1.73M Buy
25,200
+13,600
+117% +$1.08M ﹤0.01% 890
2024
Q3 		$1.31M Sell
11,600
-1,800
-13% -$201K ﹤0.01% 875
2024
Q2 		$1.34M Buy
13,400
+900
+7% +$105K ﹤0.01% 869
2024
Q1 		$1.51M Sell
12,500
-24,300
-66% -$2.84M 0.01% 915
2023
Q4 		$4.86M Buy
36,800
+29,500
+404% +$3.13M 0.01% 537
2023
Q3 		$877K Buy
7,300
+2,200
+43% +$313K ﹤0.01% 1035
2023
Q2 		$854K Buy
5,100
+100
+2% +$17.9K ﹤0.01% 924
2023
Q1 		$1.05M Sell
5,000
-200
-4% -$43.3K 0.01% 776
2022
Q4 		$1.38M Hold
5,200
– – 0.01% 828
2022
Q3 		$1.44M Buy
5,200
+600
+13% +$162K 0.01% 890
2022
Q2 		$898K Sell
4,600
-10,700
-70% -$1.93M ﹤0.01% 1060
2022
Q1 		$3.09M Sell
15,300
-9,800
-39% -$1.54M 0.01% 879
2021
Q4 		$4.59M Buy
25,100
+3,400
+16% +$709K 0.01% 848
2021
Q3 		$3.25M Sell
21,700
-200
-0.9% -$34.3K 0.01% 1009
2021
Q2 		$4.02M Buy
21,900
+10,400
+90% +$1.53M 0.01% 783
2021
Q1 		$1.86M Buy
+11,500
New +$2.06M 0.01% 959

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.