Evermay Wealth Management’s Energizer ENR Stock Holding History

Evermay Wealth Management’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	–	Sell	-707	Closed	-$14.1K	–	603
2025 Q4	$14.1K	Hold	707	–	–	﹤0.01%	416
2025 Q3	$17.6K	Hold	707	–	–	﹤0.01%	401
2025 Q2	$14.3K	Sell	707 -350	-33%	-$8.41K	﹤0.01%	416
2025 Q1	$31.6K	Hold	1,057	–	–	﹤0.01%	358
2024 Q4	$36.9K	Hold	1,057	–	–	0.01%	342
2024 Q3	$33.6K	Hold	1,057	–	–	0.01%	363
2024 Q2	$31.2K	Hold	1,057	–	–	0.01%	379
2024 Q1	$31.1K	Hold	1,057	–	–	﹤0.01%	389
2023 Q4	$33.5K	Hold	1,057	–	–	0.01%	360
2023 Q3	$33.9K	Hold	1,057	–	–	0.01%	335
2023 Q2	$35.5K	Sell	1,057 -357	-25%	-$11.9K	0.01%	337
2023 Q1	$49.1K	Sell	1,414 -450	-24%	-$15.9K	0.01%	302
2022 Q4	$62.5K	Sell	1,864 -64	-3%	-$1.97K	0.01%	277
2022 Q3	$48K	Hold	1,928	–	–	0.01%	281
2022 Q2	$55K	Hold	1,928	–	–	0.01%	269
2022 Q1	$59K	Hold	1,928	–	–	0.01%	289
2021 Q4	$77K	Sell	1,928 -411	-18%	-$15.8K	0.01%	242
2021 Q3	$91K	Sell	2,339 -25	-1%	-$1.01K	0.02%	221
2021 Q2	$102K	Buy	+2,364	New	+$111K	0.02%	220

Other funds holding ENR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evermay Wealth Management's ENR Position: Q1 2026 in Review

Evermay Wealth Management sold out of Energizer (ENR) in Q1 2026, closing a stake of 707 shares — an estimated $14.1K sold.

Evermay Wealth Management first reported a position in ENR in Q2 2021 and held it in 19 quarters. The position peaked at $102K in Q2 2021. 275 funds tracked by Wall St. Rank hold ENR as of Q1 2026.

Evermay Wealth Management reported no remaining Energizer position as of Q1 2026 after selling out during the quarter.
Evermay Wealth Management sold 707 Energizer shares in Q1 2026, an estimated $14.1K.
Evermay Wealth Management first reported a position in Energizer in Q2 2021 and held it in 19 quarters.
Evermay Wealth Management's Energizer position peaked at $102K in Q2 2021.
275 funds tracked by Wall St. Rank held Energizer as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.