ENPH β€” ENPHASE ENERGY

Ownership history in CX Institutional  Β·  12 quarters on record

AI Ownership Summary

CX Institutional reported ENPHASE ENERGY (ENPH) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows ENPH at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ENPH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in ENPHASE ENERGY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ENPH was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CX Institutional held ENPH β€” position size vs. price
% of Fund (quarterly)    ENPH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,284 -325 -3.4% 0.01% $351 2026-04-06 $33.64
2025 Q4 ADDED 9,609 +5,585 +138.8% 0.01% $308K 2026-02-02 $36.47
2025 Q3 ADDED 4,024 +2,941 +271.6% 0.00% $142K 2025-10-23 $35.64
2025 Q2 ADDED 1,083 +623 +135.4% 0.00% $43K 2025-07-11 $41.86
2025 Q1 REDUCED 460 -3,127 -87.2% 0.00% $29K 2025-04-15 $53.07
2024 Q3 REDUCED 3,587 -66 -1.8% 0.02% $405K 2024-10-11 $100.97
2024 Q2 REDUCED 3,653 -68 -1.8% 0.02% $364K 2024-07-11 $111.68
2024 Q1 REDUCED 3,721 -49 -1.3% 0.02% $450K 2024-04-15 $112.47
2023 Q4 ADDED 3,770 +3,651 +3068.1% 0.03% $498K 2024-01-12 $110.22
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ENPH

As of 2026 Q1 β€” sorted by position size

Miller Global Investments, LLC 0.11% Marex Group plc 0.02% GAMMA Investing LLC 0.01%

FAQ About CX Institutional and ENPH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning ENPH?

CX Institutional reported ENPH across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ENPH position in CX Institutional's portfolio?

The largest reported portfolio weight for ENPH was 0.03% in 2023 Q4.

What is the latest reported ENPH position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 9,284 shares, equal to 0.01% of portfolio, with an estimated market value of $351.

What does the chart on this ENPH ownership page compare?

The chart compares CX Institutional's quarterly ENPH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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