Clearstead Trust’s EnerSys ENS Stock Holding History

Clearstead Trust’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	-68	Closed	-$6.23K	–	1507
2025 Q1	$6.23K	Buy	+68	New	+$6.63K	﹤0.01%	552

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

Clearstead Trust's ENS Position: Q2 2025 in Review

Clearstead Trust sold out of EnerSys (ENS) in Q2 2025, closing a stake of 68 shares — an estimated $6.23K sold.

Clearstead Trust first reported a position in ENS in Q1 2025 and held it in 1 quarter. The position peaked at $6.23K in Q1 2025. 369 funds tracked by Wall St. Rank hold ENS as of Q2 2025.

Clearstead Trust reported no remaining EnerSys position as of Q2 2025 after selling out during the quarter.
Clearstead Trust sold 68 EnerSys shares in Q2 2025, an estimated $6.23K.
Clearstead Trust first reported a position in EnerSys in Q1 2025 and held it in 1 quarter.
Clearstead Trust's EnerSys position peaked at $6.23K in Q1 2025.
369 funds tracked by Wall St. Rank held EnerSys as of Q2 2025.

Based on Clearstead Trust's 13F filing for Q2 2025, filed 8 Aug 2025.