Carolinas Wealth Consulting’s EnerSys ENS Stock Holding History

Carolinas Wealth Consulting’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	-26	Closed	-$2.38K	–	273
2025 Q1	$2.38K	Hold	26	–	–	﹤0.01%	765
2024 Q4	$2.4K	Sell	26 -4	-13%	-$389	﹤0.01%	786
2024 Q3	$3.06K	Hold	30	–	–	﹤0.01%	740
2024 Q2	$3.11K	Sell	30 -12	-29%	-$1.18K	﹤0.01%	722
2024 Q1	$3.97K	Buy	42 +7	+20%	+$658	﹤0.01%	683
2023 Q4	$3.53K	Sell	35 -2	-5%	-$184	﹤0.01%	670
2023 Q3	$3.17K	Hold	37	–	–	﹤0.01%	679
2023 Q2	$4.01K	Sell	37 -6	-14%	-$548	﹤0.01%	712
2023 Q1	$3.74K	Hold	43	–	–	﹤0.01%	730
2022 Q4	$3.17K	Sell	43 -3	-7%	-$209	﹤0.01%	758
2022 Q3	$3K	Hold	46	–	–	﹤0.01%	713
2022 Q2	$3K	Hold	46	–	–	﹤0.01%	717
2022 Q1	$3K	Hold	46	–	–	﹤0.01%	754
2021 Q4	$4K	Hold	46	–	–	﹤0.01%	729
2021 Q3	$3K	Hold	46	–	–	﹤0.01%	738
2021 Q2	$4K	Hold	46	–	–	﹤0.01%	721
2021 Q1	$4K	Hold	46	–	–	﹤0.01%	731
2020 Q4	$4K	Sell	46 -9	-16%	-$706	﹤0.01%	664
2020 Q3	$4K	Buy	+55	New	+$3.78K	﹤0.01%	588

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

Carolinas Wealth Consulting's ENS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of EnerSys (ENS) in Q2 2025, closing a stake of 26 shares — an estimated $2.38K sold.

Carolinas Wealth Consulting first reported a position in ENS in Q3 2020 and held it in 19 quarters. The position peaked at $4.01K in Q2 2023. 369 funds tracked by Wall St. Rank hold ENS as of Q2 2025.

Carolinas Wealth Consulting reported no remaining EnerSys position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 26 EnerSys shares in Q2 2025, an estimated $2.38K.
Carolinas Wealth Consulting first reported a position in EnerSys in Q3 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's EnerSys position peaked at $4.01K in Q2 2023.
369 funds tracked by Wall St. Rank held EnerSys as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.