LRI Investments’s Energizer ENR Stock Holding History

LRI Investments’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 Q2	$19.1K	Buy	892 +265	+42%	+$5.05K	﹤0.01%	779
2026 Q1	$10.3K	Buy	627 +33	+6%	+$667	﹤0.01%	879
2025 Q4	$11.8K	Hold	594	–	–	﹤0.01%	824
2025 Q3	$14.8K	Hold	594	–	–	﹤0.01%	789
2025 Q2	$12K	Buy	594 +340	+134%	+$8.17K	﹤0.01%	808
2025 Q1	$7.6K	Buy	254 +85	+50%	+$2.72K	﹤0.01%	845
2024 Q4	$5.9K	Sell	169 -48	-22%	-$1.66K	﹤0.01%	891
2024 Q3	$7.34K	Hold	217	–	–	﹤0.01%	840
2024 Q2	$6.41K	Buy	+217	New	+$6.27K	﹤0.01%	836

Other funds holding ENR

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return