Carson Wealth (CWM LLC)’s EnerSys ENS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.61M | Buy |
15,039
+702
| +5% | +$119K | 0.01% | 1085 |
|
|
2025
Q4 | $2.1M | Buy |
14,337
+469
| +3% | +$62.6K | 0.01% | 1131 |
|
|
2025
Q3 | $1.57M | Buy |
13,868
+7,849
| +130% | +$772K | ﹤0.01% | 1198 |
|
|
2025
Q2 | $516K | Buy |
6,019
+4,492
| +294% | +$392K | ﹤0.01% | 1575 |
|
|
2025
Q1 | $140K | Buy |
1,527
+666
| +77% | +$65K | ﹤0.01% | 2156 |
|
|
2024
Q4 | $80K | Sell |
861
-618
| -42% | -$60.2K | ﹤0.01% | 2440 |
|
|
2024
Q3 | $151K | Buy |
1,479
+484
| +49% | +$48.8K | ﹤0.01% | 1925 |
|
|
2024
Q2 | $103K | Buy |
995
+662
| +199% | +$65K | ﹤0.01% | 1955 |
|
|
2024
Q1 | $31K | Sell |
333
-6
| -2% | -$564 | ﹤0.01% | 2618 |
|
|
2023
Q4 | $34K | Sell |
339
-60
| -15% | -$5.52K | ﹤0.01% | 2411 |
|
|
2023
Q3 | $38K | Buy |
399
+72
| +22% | +$7.38K | ﹤0.01% | 2243 |
|
|
2023
Q2 | $35K | Buy |
327
+41
| +14% | +$3.74K | ﹤0.01% | 2250 |
|
|
2023
Q1 | $25K | Buy |
286
+6
| +2% | +$505 | ﹤0.01% | 2345 |
|
|
2022
Q4 | $21K | Buy |
280
+35
| +14% | +$2.44K | ﹤0.01% | 2325 |
|
|
2022
Q3 | $14K | Buy |
245
+165
| +206% | +$10.5K | ﹤0.01% | 2460 |
|
|
2022
Q2 | $5K | Sell |
80
-52
| -39% | -$3.43K | ﹤0.01% | 2956 |
|
|
2022
Q1 | $10K | Buy |
132
+100
| +313% | +$7.47K | ﹤0.01% | 2465 |
|
|
2021
Q4 | $3K | Buy |
+32
| New | +$2.5K | ﹤0.01% | 2965 |
|
|
2021
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 2641 |
|
|
2021
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 2641 |
|
|
2020
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 2640 |
|
|
2020
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 2639 |
|
|
2020
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 2638 |
|
|
2020
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 2638 |
|
|
2019
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 2638 |
|
|
2019
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 2638 |
|
|
2019
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 2638 |
|
|
2019
Q1 | $2K | Buy |
21
+11
| +110% | +$831 | ﹤0.01% | 2637 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1875 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1652 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1509 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 1265 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1345 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1363 |
|
|
2017
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 1090 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$780 | ﹤0.01% | 1053 |
|
Other funds holding ENS
VPM
VCM
Carson Wealth (CWM LLC)'s ENS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its EnerSys (ENS) stake by 4.9% in Q1 2026, buying an estimated $119K and bringing the position to 15,039 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #1085.
Carson Wealth (CWM LLC) first reported a position in ENS in Q1 2017 and has held it in 36 quarters since. 499 funds tracked by Wall St. Rank hold ENS as of Q1 2026.
- Carson Wealth (CWM LLC) held 15,039 shares of EnerSys worth $2.61M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 702 EnerSys shares in Q1 2026, an estimated $119K.
- EnerSys made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1085 holding.
- Carson Wealth (CWM LLC) first reported a position in EnerSys in Q1 2017 and has held it in 36 quarters since.
- 499 funds tracked by Wall St. Rank held EnerSys as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.