Creative Planning’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 | $5.33M | Buy |
30,706
+7,652
| +33% | +$1.3M | ﹤0.01% | 1144 |
|
|
2025
Q4 | $3.38M | Buy |
23,054
+6,817
| +42% | +$910K | ﹤0.01% | 1296 |
|
|
2025
Q3 | $1.83M | Buy |
16,237
+9,683
| +148% | +$952K | ﹤0.01% | 1618 |
|
|
2025
Q2 | $562K | Sell |
6,554
-3,561
| -35% | -$310K | ﹤0.01% | 2362 |
|
|
2025
Q1 | $926K | Buy |
10,115
+3,601
| +55% | +$351K | ﹤0.01% | 1777 |
|
|
2024
Q4 | $602K | Buy |
6,514
+1,136
| +21% | +$111K | ﹤0.01% | 2056 |
|
|
2024
Q3 | $549K | Sell |
5,378
-454
| -8% | -$45.8K | ﹤0.01% | 2015 |
|
|
2024
Q2 | $604K | Buy |
5,832
+2,196
| +60% | +$215K | ﹤0.01% | 1802 |
|
|
2024
Q1 | $343K | Buy |
3,636
+176
| +5% | +$16.5K | ﹤0.01% | 2137 |
|
|
2023
Q4 | $349K | Buy |
3,460
+3,356
| +3,227% | +$309K | ﹤0.01% | 1984 |
|
|
2023
Q3 | $9.85K | Sell |
104
-1,882
| -95% | -$193K | ﹤0.01% | 2655 |
|
|
2023
Q2 | $216K | Buy |
+1,986
| New | +$181K | ﹤0.01% | 2159 |
|
|
2022
Q2 | – | Sell |
-490
| Closed | -$37K | – | 2362 |
|
|
2022
Q1 | $37K | Buy |
+490
| New | +$36.6K | ﹤0.01% | 2087 |
|
|
2017
Q3 | – | Sell |
-1,160
| Closed | -$84K | – | 2409 |
|
|
2017
Q2 | $84K | Buy |
1,160
+1,000
| +625% | +$78.7K | ﹤0.01% | 2113 |
|
|
2017
Q1 | $13K | Sell |
160
-339
| -68% | -$26.4K | ﹤0.01% | 3419 |
|
|
2016
Q4 | $39K | Buy |
499
+140
| +39% | +$10.3K | ﹤0.01% | 2583 |
|
|
2016
Q3 | $25K | Buy |
+359
| New | +$23.9K | ﹤0.01% | 2895 |
|
|
2015
Q2 | – | Sell |
-74
| Closed | -$5K | – | 1647 |
|
|
2015
Q1 | $5K | Sell |
74
-27
| -27% | -$1.69K | ﹤0.01% | 3521 |
|
|
2014
Q4 | $6K | Hold |
101
| – | – | ﹤0.01% | 3393 |
|
|
2014
Q3 | $6K | Buy |
+101
| New | +$6.46K | ﹤0.01% | 3188 |
|
Other funds holding ENS
VPM
VCM
