Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Energizer ENR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63.6K Sell
3,874
-3,241
-46% -$65.5K ﹤0.01% 3630
2025
Q4 		$142K Sell
7,115
-5,889
-45% -$128K ﹤0.01% 2819
2025
Q3 		$324K Buy
13,004
+9,115
+234% +$238K ﹤0.01% 2067
2025
Q2 		$78K Buy
3,889
+1,065
+38% +$25.6K ﹤0.01% 2923
2025
Q1 		$84K Sell
2,824
-729
-21% -$23.3K ﹤0.01% 2570
2024
Q4 		$124K Buy
3,553
+1,135
+47% +$39.3K ﹤0.01% 2140
2024
Q3 		$77K Sell
2,418
-46
-2% -$1.39K ﹤0.01% 2359
2024
Q2 		$73K Buy
2,464
+123
+5% +$3.55K ﹤0.01% 2200
2024
Q1 		$69K Buy
2,341
+42
+2% +$1.27K ﹤0.01% 2096
2023
Q4 		$73K Buy
2,299
+211
+10% +$6.68K ﹤0.01% 1948
2023
Q3 		$67K Sell
2,088
-260
-11% -$8.91K ﹤0.01% 1885
2023
Q2 		$79K Sell
2,348
-245
-9% -$8.19K ﹤0.01% 1694
2023
Q1 		$90K Sell
2,593
-164
-6% -$5.81K ﹤0.01% 1546
2022
Q4 		$92K Buy
2,757
+482
+21% +$14.8K ﹤0.01% 1414
2022
Q3 		$57K Buy
2,275
+290
+15% +$8.45K ﹤0.01% 1604
2022
Q2 		$56K Sell
1,985
-1,133
-36% -$34.1K ﹤0.01% 1574
2022
Q1 		$96K Sell
3,118
-412
-12% -$14.3K ﹤0.01% 1340
2021
Q4 		$142K Buy
+3,530
New +$136K ﹤0.01% 1162
2021
Q2 		$25K Hold
579
– – ﹤0.01% 1687
2021
Q1 		$25K Hold
579
– – ﹤0.01% 1687
2020
Q4 		$25K Hold
579
– – ﹤0.01% 1687
2020
Q3 		$25K Hold
579
– – ﹤0.01% 1687
2020
Q2 		$25K Hold
579
– – ﹤0.01% 1687
2020
Q1 		$25K Hold
579
– – ﹤0.01% 1686
2019
Q4 		$25K Hold
579
– – ﹤0.01% 1686
2019
Q3 		$25K Hold
579
– – ﹤0.01% 1686
2019
Q2 		$25K Hold
579
– – ﹤0.01% 1686
2019
Q1 		$25K Buy
579
+345
+147% +$15.9K ﹤0.01% 1686
2018
Q4 		$11K Buy
234
+43
+23% +$2.29K ﹤0.01% 1300
2018
Q3 		$11K Buy
+191
New +$12K ﹤0.01% 1127

Other funds holding ENR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ENR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Energizer (ENR) stake by 46% in Q1 2026, selling an estimated $65.5K and leaving 3,874 shares worth $63.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3630.

Carson Wealth (CWM LLC) first reported a position in ENR in Q3 2018 and has held it in 30 quarters since. The position peaked at $324K in Q3 2025. 275 funds tracked by Wall St. Rank hold ENR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,874 shares of Energizer worth $63.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3,241 Energizer shares in Q1 2026, an estimated $65.5K.
  • Energizer made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3630 holding.
  • Carson Wealth (CWM LLC) first reported a position in Energizer in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Energizer position peaked at $324K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Energizer as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.