Creative Planning
ENR icon

Creative Planning’s Energizer ENR Stock Holding History

Creative Planning’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 		$665K Sell
40,517
-28,002
-41% -$566K ﹤0.01% 2795
2025
Q4 		$1.36M Sell
68,519
-43,567
-39% -$950K ﹤0.01% 2036
2025
Q3 		$2.79M Buy
112,086
+60,458
+117% +$1.58M ﹤0.01% 1279
2025
Q2 		$1.04M Buy
51,628
+32,772
+174% +$787K ﹤0.01% 1813
2025
Q1 		$564K Sell
18,856
-16,619
-47% -$532K ﹤0.01% 2176
2024
Q4 		$1.24M Buy
35,475
+10,847
+44% +$375K ﹤0.01% 1484
2024
Q3 		$782K Buy
24,628
+7,301
+42% +$220K ﹤0.01% 1718
2024
Q2 		$512K Buy
17,327
+8,450
+95% +$244K ﹤0.01% 1923
2024
Q1 		$261K Sell
8,877
-2,996
-25% -$90.5K ﹤0.01% 2359
2023
Q4 		$376K Buy
11,873
+16
+0.1% +$507 ﹤0.01% 1923
2023
Q3 		$380K Buy
11,857
+1,505
+15% +$51.6K ﹤0.01% 1758
2023
Q2 		$348K Buy
10,352
+2,316
+29% +$77.4K ﹤0.01% 1797
2023
Q1 		$279K Buy
8,036
+731
+10% +$25.9K ﹤0.01% 1875
2022
Q4 		$245K Buy
+7,305
New +$224K ﹤0.01% 1872
2020
Q1 		– Sell
-6,598
Closed -$331K – 1930
2019
Q4 		$331K Buy
+6,598
New +$304K ﹤0.01% 1349
2017
Q3 		– Sell
-2,617
Closed -$126K – 2408
2017
Q2 		$126K Buy
2,617
+618
+31% +$33.6K ﹤0.01% 1816
2017
Q1 		$111K Buy
1,999
+7
+0.4% +$369 ﹤0.01% 1883
2016
Q4 		$89K Sell
1,992
-7
-0.4% -$319 ﹤0.01% 1946
2016
Q3 		$100K Buy
1,999
+61
+3% +$3K ﹤0.01% 1847
2016
Q2 		$100K Buy
1,938
+230
+13% +$10.5K ﹤0.01% 1676
2016
Q1 		$69K Sell
1,708
-393
-19% -$14.4K ﹤0.01% 1876
2015
Q4 		$72K Hold
2,101
– – ﹤0.01% 1828
2015
Q3 		$81K Buy
+2,101
New +$84.1K ﹤0.01% 1713

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

Creative Planning's ENR Position: Q1 2026 in Review

Creative Planning reduced its Energizer (ENR) stake by 41% in Q1 2026, selling an estimated $566K and leaving 40,517 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

Creative Planning first reported a position in ENR in Q3 2015 and has held it in 23 quarters since. The position peaked at $2.79M in Q3 2025. 275 funds tracked by Wall St. Rank hold ENR as of Q1 2026.

  • Creative Planning held 40,517 shares of Energizer worth $665K as of Q1 2026.
  • Creative Planning sold 28,002 Energizer shares in Q1 2026, an estimated $566K.
  • Energizer made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2795 holding.
  • Creative Planning first reported a position in Energizer in Q3 2015 and has held it in 23 quarters since.
  • Creative Planning's Energizer position peaked at $2.79M in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Energizer as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.