EWA
ENS icon

EverSource Wealth Advisors’s EnerSys ENS Stock Holding History

EverSource Wealth Advisors’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
Q1 		$190K Buy
1,096
+410
+60% +$69.4K 0.01% 1083
2025
Q4 		$101K Sell
686
-19
-3% -$2.54K ﹤0.01% 1309
2025
Q3 		$79.6K Buy
705
+153
+28% +$15K ﹤0.01% 1396
2025
Q2 		$47.3K Buy
552
+476
+626% +$41.5K ﹤0.01% 1645
2025
Q1 		$6.96K Buy
76
+18
+31% +$1.76K ﹤0.01% 2326
2024
Q4 		$5.36K Buy
+58
New +$5.65K ﹤0.01% 2311
2022
Q3 		– Sell
-860
Closed -$51K – 2006
2022
Q2 		$51K Buy
+860
New +$56.7K 0.01% 622

Other funds holding ENS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return