Avantax Advisory Services’s EnerSys ENS Stock Holding History

Avantax Advisory Services’s Portfolio ENS Stock Details ENS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.57M	Sell	18,251 -325	-2%	-$28.3K	0.01%	922
2025 Q1	$1.7M	Buy	18,576 +338	+2%	+$33K	0.01%	829
2024 Q4	$1.69M	Sell	18,238 -78	-0.4%	-$7.59K	0.01%	795
2024 Q3	$1.87M	Sell	18,316 -490	-3%	-$49.4K	0.01%	730
2024 Q2	$1.95M	Buy	+18,806	New	+$1.85M	0.01%	670

Other funds holding ENS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Avantax Advisory Services's ENS Position: Q2 2025 in Review

Avantax Advisory Services reduced its EnerSys (ENS) stake by 1.7% in Q2 2025, selling an estimated $28.3K and leaving 18,251 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #922.

Avantax Advisory Services first reported a position in ENS in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.95M in Q2 2024. 369 funds tracked by Wall St. Rank hold ENS as of Q2 2025.

Avantax Advisory Services held 18,251 shares of EnerSys worth $1.57M as of Q2 2025.
Avantax Advisory Services sold 325 EnerSys shares in Q2 2025, an estimated $28.3K.
EnerSys made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #922 holding.
Avantax Advisory Services first reported a position in EnerSys in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's EnerSys position peaked at $1.95M in Q2 2024.
369 funds tracked by Wall St. Rank held EnerSys as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.