Creative Planning
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Creative Planning’s EnerSys ENS Stock Holding History

Creative Planning’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 		$9.32M Buy
39,868
+9,162
+30% +$1.99M 0.01% 940
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 – 1646
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

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

Creative Planning's ENS Position: Q2 2026 in Review

Creative Planning increased its EnerSys (ENS) stake by 30% in Q2 2026, buying an estimated $1.99M and bringing the position to 39,868 shares worth $9.32M. The position accounts for 0.01% of the portfolio, ranked #940.

Creative Planning first reported a position in ENS in Q3 2014 and has held it in 21 quarters since. 552 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • Creative Planning held 39,868 shares of EnerSys worth $9.32M as of Q2 2026.
  • Creative Planning bought 9,162 EnerSys shares in Q2 2026, an estimated $1.99M.
  • EnerSys made up 0.01% of Creative Planning's portfolio in Q2 2026, its #940 holding.
  • Creative Planning first reported a position in EnerSys in Q3 2014 and has held it in 21 quarters since.
  • 552 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.