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EP Wealth Advisors’s Energizer ENR Stock Holding History

EP Wealth Advisors’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
2025
Q1 		– Sell
-6,112
Closed -$213K – 1314
2024
Q4 		$213K Buy
+6,112
New +$211K ﹤0.01% 1042

Other funds holding ENR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EP Wealth Advisors's ENR Position: Q1 2025 in Review

EP Wealth Advisors sold out of Energizer (ENR) in Q1 2025, closing a stake of 6,112 shares — an estimated $213K sold.

EP Wealth Advisors first reported a position in ENR in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 318 funds tracked by Wall St. Rank hold ENR as of Q1 2025.

  • EP Wealth Advisors reported no remaining Energizer position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 6,112 Energizer shares in Q1 2025, an estimated $213K.
  • EP Wealth Advisors first reported a position in Energizer in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Energizer position peaked at $213K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held Energizer as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.