CoreCap Advisors’s EnerSys ENS Stock Holding History

CoreCap Advisors’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	$25K	Sell	107 -55	-34%	-$11.9K	﹤0.01%	1703
2026 Q1	$28.1K	Buy	162 +55	+51%	+$9.32K	﹤0.01%	1538
2025 Q4	$15.7K	Hold	107	–	–	﹤0.01%	1781
2025 Q3	$12.1K	Hold	107	–	–	﹤0.01%	1856
2025 Q2	$9.18K	Hold	107	–	–	﹤0.01%	1899
2025 Q1	$9.8K	Hold	107	–	–	﹤0.01%	1820
2024 Q4	$9.89K	Sell	107 -29	-21%	-$2.82K	﹤0.01%	1779
2024 Q3	$13.9K	Hold	136	–	–	﹤0.01%	1686
2024 Q2	$14.1K	Hold	136	–	–	﹤0.01%	992
2024 Q1	$12.9K	Buy	+136	New	+$12.8K	﹤0.01%	1655
2022 Q4	$8.57K	Buy	+116	New	+$8.1K	﹤0.01%	1589
2022 Q3	–	Sell	-107	Closed	-$6K	–	973
2022 Q2	$6K	Buy	+107	New	+$7.05K	﹤0.01%	1612
2022 Q1	–	Sell	-107	Closed	-$8K	–	982
2021 Q4	$8K	Buy	+107	New	+$8.36K	﹤0.01%	1618

Other funds holding ENS

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return