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
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 $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.