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CFG Wealth Management Services’s EnerSys ENS Stock Holding History

CFG Wealth Management Services’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
Q2 		– Sell
-580
Closed -$101K – 103
2026
Q1 		$101K Hold
580
– – 0.09% 70
2025
Q4 		$85.1K Buy
+580
New +$77.5K 0.08% 71

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CFG Wealth Management Services's ENS Position: Q2 2026 in Review

CFG Wealth Management Services sold out of EnerSys (ENS) in Q2 2026, closing a stake of 580 shares — an estimated $101K sold.

CFG Wealth Management Services first reported a position in ENS in Q4 2025 and held it in 2 quarters. The position peaked at $101K in Q1 2026. 549 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • CFG Wealth Management Services reported no remaining EnerSys position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 580 EnerSys shares in Q2 2026, an estimated $101K.
  • CFG Wealth Management Services first reported a position in EnerSys in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's EnerSys position peaked at $101K in Q1 2026.
  • 549 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.