CX Institutional’s Energizer ENR Stock Holding History

CX Institutional’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 Q2	–	Sell	-379	Closed	-$6K	–	1592
2026 Q1	$6K	Hold	379	–	–	﹤0.01%	1344
2025 Q4	$8K	Sell	379 -740	-66%	-$16.1K	﹤0.01%	1217
2025 Q3	$28K	Hold	1,119	–	–	﹤0.01%	1043
2025 Q2	$23K	Hold	1,119	–	–	﹤0.01%	942
2025 Q1	$33K	Buy	+1,119	New	+$35.8K	﹤0.01%	893
2022 Q3	–	Sell	-1,119	Closed	-$32K	–	662
2022 Q2	$32K	Buy	+1,119	New	+$33.7K	﹤0.01%	758
2021 Q4	–	Sell	-1,119	Closed	-$44K	–	500
2021 Q3	$44K	Hold	1,119	–	–	﹤0.01%	606
2021 Q2	$48K	Hold	1,119	–	–	﹤0.01%	575
2021 Q1	$53K	Hold	1,119	–	–	﹤0.01%	481
2020 Q4	$47K	Hold	1,119	–	–	﹤0.01%	453
2020 Q3	$44K	Hold	1,119	–	–	﹤0.01%	403
2020 Q2	$53K	Hold	1,119	–	–	0.01%	337
2020 Q1	$34K	Hold	1,119	–	–	0.01%	335
2019 Q4	$56K	Hold	1,119	–	–	0.01%	274
2019 Q3	$49K	Hold	1,119	–	–	0.01%	297
2019 Q2	$43K	Hold	1,119	–	–	0.01%	330
2019 Q1	$50K	Hold	1,119	–	–	0.01%	323
2018 Q4	$51K	Buy	+1,119	New	+$59.5K	0.01%	255

Other funds holding ENR

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

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return