CAPTRUST Financial Advisors
ENPH icon

CAPTRUST Financial Advisors’s Enphase Energy ENPH Stock Holding History

CAPTRUST Financial 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 		$227K Buy
+4,610
New +$210K ﹤0.01% 2789
2024
Q3 		– Sell
-2,813
Closed -$280K – 2316
2024
Q2 		$280K Sell
2,813
-1
-0% -$116 ﹤0.01% 1849
2024
Q1 		$340K Sell
2,814
-4,295
-60% -$501K ﹤0.01% 1702
2023
Q4 		$939K Sell
7,109
-1,572
-18% -$167K ﹤0.01% 1305
2023
Q3 		$1.04M Sell
8,681
-2,622
-23% -$374K ﹤0.01% 1185
2023
Q2 		$1.89M Buy
11,303
+1,682
+17% +$301K 0.01% 854
2023
Q1 		$2.02M Buy
9,621
+3,918
+69% +$849K 0.01% 744
2022
Q4 		$1.51M Buy
5,703
+146
+3% +$42.5K 0.01% 806
2022
Q3 		$1.54M Buy
5,557
+254
+5% +$68.5K 0.01% 758
2022
Q2 		$1.03M Sell
5,303
-943
-15% -$170K 0.01% 818
2022
Q1 		$1.26M Buy
6,246
+1,346
+27% +$211K 0.01% 752
2021
Q4 		$896K Buy
4,900
+81
+2% +$16.9K 0.01% 859
2021
Q3 		$723K Buy
4,819
+352
+8% +$60.4K 0.01% 877
2021
Q2 		$820K Sell
4,467
-564
-11% -$82.7K 0.01% 797
2021
Q1 		$816K Buy
5,031
+3,894
+342% +$699K 0.01% 775
2020
Q4 		$200K Buy
1,137
+68
+6% +$8.62K ﹤0.01% 1184
2020
Q3 		$96K Buy
1,069
+320
+43% +$21.4K ﹤0.01% 1357
2020
Q2 		$37K Buy
+749
New +$35.8K ﹤0.01% 1729

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 $3.37T AUM 44.26% 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

CAPTRUST Financial Advisors's ENPH Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Enphase Energy (ENPH) in Q2 2026: 4,610 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #2789 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in ENPH as recently as Q2 2024.

CAPTRUST Financial Advisors first reported a position in ENPH in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.02M in Q1 2023. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • CAPTRUST Financial Advisors held 4,610 shares of Enphase Energy worth $227K as of Q2 2026.
  • Enphase Energy was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Enphase Energy made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2789 holding.
  • CAPTRUST Financial Advisors first reported a position in Enphase Energy in Q2 2020 and has held it in 18 quarters since.
  • CAPTRUST Financial Advisors's Enphase Energy position peaked at $2.02M in Q1 2023.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.