U.S. Capital Wealth Advisors’s Enphase Energy ENPH Stock Holding History

U.S. Capital Wealth 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 Q1	$505K	Buy	+13,367	New	+$555K	0.01%	672
2025 Q2	–	Sell	-4,007	Closed	-$249K	–	901
2025 Q1	$249K	Buy	+4,007	New	+$254K	0.01%	750
2024 Q4	–	Sell	-3,546	Closed	-$401K	–	817
2024 Q3	$401K	Buy	3,546 +237	+7%	+$26.5K	0.01%	528
2024 Q2	$330K	Buy	3,309 +555	+20%	+$64.6K	0.01%	549
2024 Q1	$333K	Buy	2,754 +781	+40%	+$91.1K	0.01%	540
2023 Q4	$261K	Buy	+1,973	New	+$209K	0.01%	582
2023 Q3	–	Sell	-1,650	Closed	-$276K	–	649
2023 Q2	$276K	Buy	+1,650	New	+$295K	0.01%	553
2023 Q1	–	Sell	-505	Closed	-$134K	–	902
2022 Q4	$134K	Buy	+505	New	+$147K	0.01%	684

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's ENPH Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Enphase Energy (ENPH) in Q1 2026: 13,367 shares worth $505K. The stake represents 0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in ENPH as recently as Q1 2025.

U.S. Capital Wealth Advisors first reported a position in ENPH in Q4 2022 and has held it in 8 quarters since. 495 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

U.S. Capital Wealth Advisors held 13,367 shares of Enphase Energy worth $505K as of Q1 2026.
Enphase Energy was a new U.S. Capital Wealth Advisors position in Q1 2026.
Enphase Energy made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #672 holding.
U.S. Capital Wealth Advisors first reported a position in Enphase Energy in Q4 2022 and has held it in 8 quarters since.
495 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.