LVW Advisors’s EnerSys ENS Stock Holding History

LVW Advisors’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	–	Sell	-865	Closed	-$202K	–	483
2026 Q2	$202K	Buy	+865	New	+$188K	0.02%	454

Other funds holding ENS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

LVW Advisors's ENS Position: Q3 2026 in Review

LVW Advisors sold out of EnerSys (ENS) in Q3 2026, closing a stake of 865 shares — an estimated $202K sold.

LVW Advisors first reported a position in ENS in Q2 2026 and held it in 1 quarter. The position peaked at $202K in Q2 2026. 370 funds tracked by Wall St. Rank hold ENS as of Q3 2026.

LVW Advisors reported no remaining EnerSys position as of Q3 2026 after selling out during the quarter.
LVW Advisors sold 865 EnerSys shares in Q3 2026, an estimated $202K.
LVW Advisors first reported a position in EnerSys in Q2 2026 and held it in 1 quarter.
LVW Advisors's EnerSys position peaked at $202K in Q2 2026.
370 funds tracked by Wall St. Rank held EnerSys as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.