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Independent Financial Group’s Energizer ENR Stock Holding History

Independent Financial Group’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
Q3 		$599K Hold
28,000
– – 0.01% 915
2026
Q2 		$600K Buy
28,000
+100
+0.4% +$1.91K 0.01% 908
2026
Q1 		$458K Buy
27,900
+1,800
+7% +$36.4K 0.01% 967
2025
Q4 		$519K Buy
26,100
+5,300
+25% +$116K 0.01% 882
2025
Q3 		$518K Buy
+20,800
New +$544K 0.01% 840

Other funds holding ENR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Independent Financial Group's ENR Position: Q3 2026 in Review

Independent Financial Group held its Energizer (ENR) position steady in Q3 2026 at 28,000 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #915.

Independent Financial Group first reported a position in ENR in Q3 2025 and has held it in 5 quarters since. The position peaked at $600K in Q2 2026. 19 funds tracked by Wall St. Rank hold ENR as of Q3 2026.

  • Independent Financial Group held 28,000 shares of Energizer worth $599K as of Q3 2026.
  • Independent Financial Group left its Energizer share count unchanged in Q3 2026.
  • Energizer made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #915 holding.
  • Independent Financial Group first reported a position in Energizer in Q3 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Energizer position peaked at $600K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Energizer as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.