Kestra Advisory Services’s EnerSys ENS Stock Holding History

Kestra Advisory Services’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 Q3	$354K	Buy	1,927 +170	+10%	+$32.2K	﹤0.01%	2814
2026 Q2	$411K	Buy	1,757 +13	+0.7%	+$2.82K	﹤0.01%	2486
2026 Q1	$303K	Sell	1,744 -265	-13%	-$44.9K	﹤0.01%	2615
2025 Q4	$295K	Buy	2,009 +94	+5%	+$12.6K	﹤0.01%	2554
2025 Q3	$216K	Buy	+1,915	New	+$188K	﹤0.01%	2689
2023 Q1	–	Sell	-2,750	Closed	-$203K	–	2137
2022 Q4	$203K	Buy	+2,750	New	+$192K	﹤0.01%	2015

Other funds holding ENS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

Kestra Advisory Services's ENS Position: Q3 2026 in Review

Kestra Advisory Services increased its EnerSys (ENS) stake by 9.7% in Q3 2026, buying an estimated $32.2K and bringing the position to 1,927 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #2814.

Kestra Advisory Services first reported a position in ENS in Q4 2022 and has held it in 6 quarters since. The position peaked at $411K in Q2 2026. 241 funds tracked by Wall St. Rank hold ENS as of Q3 2026.

Kestra Advisory Services held 1,927 shares of EnerSys worth $354K as of Q3 2026.
Kestra Advisory Services bought 170 EnerSys shares in Q3 2026, an estimated $32.2K.
EnerSys made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2814 holding.
Kestra Advisory Services first reported a position in EnerSys in Q4 2022 and has held it in 6 quarters since.
Kestra Advisory Services's EnerSys position peaked at $411K in Q2 2026.
241 funds tracked by Wall St. Rank held EnerSys as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.