CX Institutional’s Enphase Energy ENPH Stock Holding History

CX Institutional’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 Q3	$293K	Buy	8,878 +33	+0.4%	+$1.27K	0.01%	632
2026 Q2	$436K	Sell	8,845 -439	-5%	-$20K	0.01%	510
2026 Q1	$351K	Sell	9,284 -325	-3%	-$13.5K	0.01%	556
2025 Q4	$308K	Buy	9,609 +5,585	+139%	+$181K	0.01%	571
2025 Q3	$142K	Buy	4,024 +2,941	+272%	+$109K	﹤0.01%	771
2025 Q2	$43K	Buy	1,083 +623	+135%	+$28.8K	﹤0.01%	878
2025 Q1	$29K	Buy	+460	New	+$29.1K	﹤0.01%	909
2024 Q4	–	Sell	-3,587	Closed	-$405K	–	550
2024 Q3	$405K	Sell	3,587 -66	-2%	-$7.37K	0.02%	401
2024 Q2	$364K	Sell	3,653 -68	-2%	-$7.92K	0.02%	414
2024 Q1	$450K	Sell	3,721 -49	-1%	-$5.72K	0.02%	377
2023 Q4	$498K	Buy	+3,770	New	+$400K	0.03%	331
2022 Q3	–	Sell	-119	Closed	-$23K	–	661
2022 Q2	$23K	Buy	+119	New	+$21.5K	﹤0.01%	816
2021 Q4	–	Sell	-77	Closed	-$12K	–	499
2021 Q3	$12K	Buy	77 +14	+22%	+$2.4K	﹤0.01%	806
2021 Q2	$12K	Buy	+63	New	+$9.24K	﹤0.01%	812

Other funds holding ENPH

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

CX Institutional's ENPH Position: Q3 2026 in Review

CX Institutional increased its Enphase Energy (ENPH) stake by 0.37% in Q3 2026, buying an estimated $1.27K and bringing the position to 8,878 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #632.

CX Institutional first reported a position in ENPH in Q2 2021 and has held it in 14 quarters since. The position peaked at $498K in Q4 2023. 83 funds tracked by Wall St. Rank hold ENPH as of Q3 2026.

CX Institutional held 8,878 shares of Enphase Energy worth $293K as of Q3 2026.
CX Institutional bought 33 Enphase Energy shares in Q3 2026, an estimated $1.27K.
Enphase Energy made up 0.01% of CX Institutional's portfolio in Q3 2026, its #632 holding.
CX Institutional first reported a position in Enphase Energy in Q2 2021 and has held it in 14 quarters since.
CX Institutional's Enphase Energy position peaked at $498K in Q4 2023.
83 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.