CAPTRUST FINANCIAL ADVISORS

Position in ENPH — Enphase Energy, Inc.

CIK 1512024 RALEIGH, NC

Back to ENPH Full portfolio

Position in ENPH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$226,996

-$53,488 QoQ

Shares Held

4,610

+63.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#339

of 534 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Common Shares in ENPH Over Time

Shares Held

Position Value (USD)

Derivatives in ENPH

reported options exposure · as of Jun 30, 2026

CallValue

$4,924

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Solar

Technology · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $9,523,256 across 5 Solar names. ENPH ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSLR	First Solar, Inc.	28,823	$6,801,075
2	NXT	Nextpower Inc.	12,930	$1,540,480
3	SEDG	Solaredge Technologies, Inc.	13,211	$772,050
4	ENPH	Enphase Energy, Inc. This page	4,610	$226,996
5	SHLS	Shoals Technologies Group, Inc.	18,450	$182,655

All Filings in ENPH

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,996	4,610	+63.9%	Shares	Sole	2026-08-13
2026-06-30	$4,924	100	—	Call	Sole	2026-08-13
2024-06-30	$280,484	2,813	-0.0%	Shares	Sole	2024-08-15
2024-03-31	$340,437	2,814	-60.4%	Shares	Sole	2024-05-15
2023-12-31	$939,383	7,109	-18.1%	Shares	Sole	2024-02-14
2023-09-30	$1,043,022	8,681	-23.2%	Shares	Sole	2023-11-15
2023-06-30	$1,893,026	11,303	+17.5%	Shares	Sole	2023-08-15
2023-03-31	$2,023,103	9,621	+68.7%	Shares	Sole	2023-05-15
2022-12-31	$1,511,066	5,703	+2.6%	Shares	Sole	2023-02-15
2022-09-30	$1,541,900	5,557	+4.8%	Shares	Sole	2022-11-16
2022-06-30	$1,035,357	5,303	-15.1%	Shares	Sole	2022-08-23
2022-03-31	$1,260,317	6,246	+27.5%	Shares	Sole	2022-05-16
2021-12-31	$896,406	4,900	+1.7%	Shares	Sole	2022-02-14
2021-09-30	$722,705	4,819	+7.9%	Shares	Sole	2021-11-16
2021-06-30	$820,275	4,467	-11.2%	Shares	Sole	2021-08-16
2021-03-31	$815,826	5,031	+342.5%	Shares	Sole	2021-05-17
2020-12-31	$199,509	1,137	+6.4%	Shares	Sole	2021-02-16
2020-09-30	$88,288	1,069	+42.7%	Shares	Sole	2020-11-17
2020-06-30	$35,629	749	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.