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
Q4 		– Sell
-7,800
Closed -$276K – 1731
2025
Q3 		$276K Hold
7,800
– – ﹤0.01% 1684
2025
Q2 		$309K Sell
7,800
-29,400
-79% -$1.36M ﹤0.01% 1369
2025
Q1 		$2.31M Buy
37,200
+7,100
+24% +$449K 0.01% 651
2024
Q4 		$2.07M Sell
30,100
-6,100
-17% -$484K 0.01% 838
2024
Q3 		$4.09M Sell
36,200
-4,300
-11% -$480K 0.01% 517
2024
Q2 		$4.04M Buy
40,500
+3,700
+10% +$431K 0.01% 503
2024
Q1 		$4.45M Sell
36,800
-5,600
-13% -$653K 0.02% 487
2023
Q4 		$5.6M Buy
42,400
+23,000
+119% +$2.44M 0.02% 497
2023
Q3 		$2.33M Buy
19,400
+300
+2% +$42.7K 0.01% 675
2023
Q2 		$3.2M Buy
19,100
+1,500
+9% +$268K 0.02% 500
2023
Q1 		$3.7M Buy
17,600
+7,900
+81% +$1.71M 0.02% 437
2022
Q4 		$2.57M Hold
9,700
– – 0.02% 616
2022
Q3 		$2.69M Buy
9,700
+500
+5% +$135K 0.02% 628
2022
Q2 		$1.8M Sell
9,200
-54,400
-86% -$9.83M 0.01% 810
2022
Q1 		$12.8M Sell
63,600
-29,600
-32% -$4.65M 0.04% 376
2021
Q4 		$17.1M Buy
93,200
+6,200
+7% +$1.29M 0.03% 466
2021
Q3 		$13M Buy
87,000
+9,500
+12% +$1.63M 0.03% 536
2021
Q2 		$14.2M Buy
77,500
+23,800
+44% +$3.49M 0.03% 431
2021
Q1 		$8.71M Buy
+53,700
New +$9.64M 0.03% 499

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.