Optima Capital’s Enphase Energy ENPH Stock Holding History

Optima Capital’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 Q1	–	Sell	-15	Closed	-$481	–	510
2025 Q4	$481	Buy	+15	New	+$486	﹤0.01%	1273

Other funds holding ENPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optima Capital's ENPH Position: Q1 2026 in Review

Optima Capital sold out of Enphase Energy (ENPH) in Q1 2026, closing a stake of 15 shares — an estimated $481 sold.

Optima Capital first reported a position in ENPH in Q4 2025 and held it in 1 quarter. The position peaked at $481 in Q4 2025. 494 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

Optima Capital reported no remaining Enphase Energy position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 15 Enphase Energy shares in Q1 2026, an estimated $481.
Optima Capital first reported a position in Enphase Energy in Q4 2025 and held it in 1 quarter.
Optima Capital's Enphase Energy position peaked at $481 in Q4 2025.
494 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.