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Carmel Capital Management’s EnerSys ENS Stock Holding History

Carmel Capital Management’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
2026
Q1 		$12.8M Buy
73,665
+770
+1% +$130K 3.66% 14
2025
Q4 		$10.7M Buy
72,895
+6,600
+10% +$881K 3.24% 14
2025
Q3 		$7.49M Buy
66,295
+200
+0.3% +$19.7K 2.28% 18
2025
Q2 		$5.67M Sell
66,095
-200
-0.3% -$17.4K 1.91% 21
2025
Q1 		$6.07M Buy
66,295
+21,250
+47% +$2.07M 2.47% 19
2024
Q4 		$4.16M Sell
45,045
-3,400
-7% -$331K 1.57% 22
2024
Q3 		$4.94M Sell
48,445
-290
-0.6% -$29.2K 1.85% 22
2024
Q2 		$5.05M Buy
48,735
+85
+0.2% +$8.34K 1.97% 22
2024
Q1 		$4.6M Sell
48,650
-400
-0.8% -$37.6K 1.89% 22
2023
Q4 		$4.95M Buy
49,050
+8,500
+21% +$782K 2.38% 21
2023
Q3 		$3.84M Sell
40,550
-200
-0.5% -$20.5K 2.17% 20
2023
Q2 		$4.42M Buy
40,750
+10,175
+33% +$929K 2.3% 20
2023
Q1 		$2.66M Buy
30,575
+1,625
+6% +$137K 1.52% 24
2022
Q4 		$2.14M Hold
28,950
– – 1.32% 26
2022
Q3 		$1.68M Hold
28,950
– – 1.1% 28
2022
Q2 		$1.71M Sell
28,950
-600
-2% -$39.5K 1.06% 28
2022
Q1 		$2.2M Hold
29,550
– – 1.15% 27
2021
Q4 		$2.34M Buy
+29,550
New +$2.31M 1.15% 26

Other funds holding ENS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Carmel Capital Management's ENS Position: Q1 2026 in Review

Carmel Capital Management increased its EnerSys (ENS) stake by 1.1% in Q1 2026, buying an estimated $130K and bringing the position to 73,665 shares worth $12.8M. The position accounts for 3.66% of the portfolio, ranked #14.

Carmel Capital Management first reported a position in ENS in Q4 2021 and has held it in 18 quarters since. 495 funds tracked by Wall St. Rank hold ENS as of Q1 2026.

  • Carmel Capital Management held 73,665 shares of EnerSys worth $12.8M as of Q1 2026.
  • Carmel Capital Management bought 770 EnerSys shares in Q1 2026, an estimated $130K.
  • EnerSys made up 3.66% of Carmel Capital Management's portfolio in Q1 2026, its #14 holding.
  • Carmel Capital Management first reported a position in EnerSys in Q4 2021 and has held it in 18 quarters since.
  • 495 funds tracked by Wall St. Rank held EnerSys as of Q1 2026.

Based on Carmel Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.