Carolina Wealth Advisors’s EnerSys ENS Stock Holding History

Carolina Wealth Advisors’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	–	Sell	-2,678	Closed	-$245K	–	288
2025 Q1	$245K	Sell	2,678 -3,970	-60%	-$387K	0.13%	62
2024 Q4	$614K	Buy	6,648 +169	+3%	+$16.5K	0.33%	38
2024 Q3	$661K	Sell	6,479 -597	-8%	-$60.2K	0.34%	40
2024 Q2	$733K	Buy	7,076 +793	+13%	+$77.8K	0.36%	38
2024 Q1	$593K	Sell	6,283 -9	-0.1%	-$846	0.32%	46
2023 Q4	$635K	Sell	6,292 -108	-2%	-$9.93K	0.33%	43
2023 Q3	$606K	Buy	+6,400	New	+$656K	0.34%	37

Other funds holding ENS

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Carolina Wealth Advisors's ENS Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of EnerSys (ENS) in Q2 2025, closing a stake of 2,678 shares — an estimated $245K sold.

Carolina Wealth Advisors first reported a position in ENS in Q3 2023 and held it in 7 quarters. The position peaked at $733K in Q2 2024. 369 funds tracked by Wall St. Rank hold ENS as of Q2 2025.

Carolina Wealth Advisors reported no remaining EnerSys position as of Q2 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 2,678 EnerSys shares in Q2 2025, an estimated $245K.
Carolina Wealth Advisors first reported a position in EnerSys in Q3 2023 and held it in 7 quarters.
Carolina Wealth Advisors's EnerSys position peaked at $733K in Q2 2024.
369 funds tracked by Wall St. Rank held EnerSys as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.