Homestead Advisers’s EnerSys ENS Stock Holding History

Homestead Advisers’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	$1.05M	Buy	+4,500	New	+$977K	0.03%	119
2024 Q1	–	Sell	-23,335	Closed	-$2.36M	–	135
2023 Q4	$2.36M	Sell	23,335 -12,700	-35%	-$1.17M	0.06%	95
2023 Q3	$3.41M	Hold	36,035	–	–	0.09%	78
2023 Q2	$3.91M	Hold	36,035	–	–	0.1%	76
2023 Q1	$3.13M	Hold	36,035	–	–	0.09%	84
2022 Q4	$2.66M	Hold	36,035	–	–	0.07%	91
2022 Q3	$2.1M	Sell	36,035 -277	-0.8%	-$17.6K	0.06%	96
2022 Q2	$2.14M	Buy	36,312 +57	+0.2%	+$3.76K	0.06%	98
2022 Q1	$2.7M	Sell	36,255 -2,068	-5%	-$154K	0.07%	98
2021 Q4	$3.03M	Sell	38,323 -16,207	-30%	-$1.27M	0.07%	96
2021 Q3	$4.06M	Buy	54,530 +1,474	+3%	+$131K	0.1%	85
2021 Q2	$5.18M	Buy	53,056 +121	+0.2%	+$11.3K	0.12%	78
2021 Q1	$4.81M	Buy	52,935 +4,000	+8%	+$366K	0.11%	79
2020 Q4	$4.07M	Sell	48,935 -800	-2%	-$62.8K	0.1%	83
2020 Q3	$3.34M	Hold	49,735	–	–	0.09%	83
2020 Q2	$3.2M	Sell	49,735 -500	-1%	-$29.4K	0.08%	79
2020 Q1	$2.49M	Buy	50,235 +6,330	+14%	+$413K	0.07%	87
2019 Q4	$3.29M	Buy	+43,905	New	+$3.04M	0.07%	88

Other funds holding ENS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Homestead Advisers's ENS Position: Q2 2026 in Review

Homestead Advisers opened a new position in EnerSys (ENS) in Q2 2026: 4,500 shares worth $1.05M. The stake represents 0.03% of the portfolio and ranks #119 among its holdings. This is a return to the name: Homestead Advisers previously reported a position in ENS as recently as Q4 2023.

Homestead Advisers first reported a position in ENS in Q4 2019 and has held it in 18 quarters since. The position peaked at $5.18M in Q2 2021. 553 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

Homestead Advisers held 4,500 shares of EnerSys worth $1.05M as of Q2 2026.
EnerSys was a new Homestead Advisers position in Q2 2026.
EnerSys made up 0.03% of Homestead Advisers's portfolio in Q2 2026, its #119 holding.
Homestead Advisers first reported a position in EnerSys in Q4 2019 and has held it in 18 quarters since.
Homestead Advisers's EnerSys position peaked at $5.18M in Q2 2021.
553 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on Homestead Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.