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Kestra Investment Management’s EnerSys ENS Stock Holding History

Kestra Investment Management’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
2025
Q2 		– Sell
-3,434
Closed -$314K – 809
2025
Q1 		$314K Sell
3,434
-1,766
-34% -$172K 0.01% 320
2024
Q4 		$481K Sell
5,200
-546
-10% -$53.2K 0.02% 236
2024
Q3 		$586K Buy
+5,746
New +$580K 0.03% 190

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Kestra Investment Management's ENS Position: Q2 2025 in Review

Kestra Investment Management sold out of EnerSys (ENS) in Q2 2025, closing a stake of 3,434 shares — an estimated $314K sold.

Kestra Investment Management first reported a position in ENS in Q3 2024 and held it in 3 quarters. The position peaked at $586K in Q3 2024. 369 funds tracked by Wall St. Rank hold ENS as of Q2 2025.

  • Kestra Investment Management reported no remaining EnerSys position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 3,434 EnerSys shares in Q2 2025, an estimated $314K.
  • Kestra Investment Management first reported a position in EnerSys in Q3 2024 and held it in 3 quarters.
  • Kestra Investment Management's EnerSys position peaked at $586K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held EnerSys as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.