EWA
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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
Q2 		$226K Sell
965
-131
-12% -$28.4K 0.01% 945
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 – 2005
2022
Q2 		$51K Buy
+860
New +$56.7K 0.01% 622

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's ENS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its EnerSys (ENS) stake by 12% in Q2 2026, selling an estimated $28.4K and leaving 965 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #945.

EverSource Wealth Advisors first reported a position in ENS in Q2 2022 and has held it in 8 quarters since. 554 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • EverSource Wealth Advisors held 965 shares of EnerSys worth $226K as of Q2 2026.
  • EverSource Wealth Advisors sold 131 EnerSys shares in Q2 2026, an estimated $28.4K.
  • EnerSys made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #945 holding.
  • EverSource Wealth Advisors first reported a position in EnerSys in Q2 2022 and has held it in 8 quarters since.
  • 554 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.