Mark Sheptoff Financial Planning’s EnerSys ENS Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	$364K	Hold	1,650	–	–	0.19%	69
2025 Q4	$242K	Hold	1,650	–	–	0.12%	97
2025 Q3	$186K	Hold	1,650	–	–	0.09%	107
2025 Q2	$142K	Hold	1,650	–	–	0.08%	105
2025 Q1	$151K	Hold	1,650	–	–	0.08%	101
2024 Q4	$153K	Hold	1,650	–	–	0.08%	103
2024 Q3	$168K	Hold	1,650	–	–	0.09%	100
2024 Q2	$171K	Hold	1,650	–	–	0.1%	100
2024 Q1	$156K	Hold	1,650	–	–	0.09%	113
2023 Q4	$167K	Hold	1,650	–	–	0.1%	99
2023 Q3	$156K	Hold	1,650	–	–	0.1%	98
2023 Q2	$179K	Sell	1,650 -75	-4%	-$6.85K	0.1%	100
2023 Q1	$150K	Hold	1,725	–	–	0.09%	103
2022 Q4	$127K	Hold	1,725	–	–	0.07%	104
2022 Q3	$100K	Hold	1,725	–	–	0.06%	106
2022 Q2	$102K	Hold	1,725	–	–	0.06%	114
2022 Q1	$129K	Hold	1,725	–	–	0.06%	124
2021 Q4	$136K	Sell	1,725 -550	-24%	-$43K	0.06%	123
2021 Q3	$169K	Sell	2,275 -300	-12%	-$26.6K	0.09%	114
2021 Q2	$252K	Sell	2,575 -325	-11%	-$30.3K	0.14%	86
2021 Q1	$263K	Hold	2,900	–	–	0.15%	82
2020 Q4	$241K	Hold	2,900	–	–	0.14%	88
2020 Q3	$195K	Hold	2,900	–	–	0.12%	86
2020 Q2	$187K	Hold	2,900	–	–	0.12%	91
2020 Q1	$144K	Hold	2,900	–	–	0.11%	91
2019 Q4	$217K	Hold	2,900	–	–	0.14%	87
2019 Q3	$191K	Hold	2,900	–	–	0.13%	92
2019 Q2	$199K	Sell	2,900 -400	-12%	-$26.1K	0.14%	98
2019 Q1	$215K	Hold	3,300	–	–	0.15%	91
2018 Q4	$256K	Hold	3,300	–	–	0.21%	72
2018 Q3	$288K	Hold	3,300	–	–	0.2%	84
2018 Q2	$246K	Hold	3,300	–	–	0.18%	89
2018 Q1	$229K	Hold	3,300	–	–	0.16%	95
2017 Q4	$230K	Sell	3,300 -628	-16%	-$43K	0.15%	97
2017 Q3	$272K	Buy	3,928 +1	+0%	+$68	0.18%	98
2017 Q2	$284K	Buy	3,927 +1	+0%	+$79	0.2%	94
2017 Q1	$310K	Buy	3,926 +2	+0.1%	+$156	0.22%	84
2016 Q4	$306K	Buy	3,924 +2	+0.1%	+$147	0.23%	81
2016 Q3	$271K	Buy	3,922 +1	+0%	+$67	0.2%	82
2016 Q2	$233K	Buy	3,921 +2	+0.1%	+$118	0.17%	83
2016 Q1	$218K	Sell	3,919 -198	-5%	-$10.2K	0.18%	82
2015 Q4	$230K	Buy	4,117 +2	+0%	+$121	0.19%	86
2015 Q3	$220K	Buy	4,115 +2	+0%	+$115	0.19%	85
2015 Q2	$289K	Buy	4,113 +1	+0%	+$69	0.23%	86
2015 Q1	$264K	Buy	4,112 +2	+0%	+$125	0.22%	88
2014 Q4	$254K	Buy	4,110 +2	+0%	+$118	0.22%	90
2014 Q3	$241K	Buy	4,108 +1	+0%	+$64	0.21%	96
2014 Q2	$282K	Buy	4,107 +2	+0%	+$136	0.24%	89
2014 Q1	$284K	Buy	+4,105	New	+$288K	0.25%	88

Other funds holding ENS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mark Sheptoff Financial Planning's ENS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its EnerSys (ENS) position steady in Q1 2026 at 1,650 shares worth $364K. The position accounts for 0.19% of the portfolio, ranked #69.

Mark Sheptoff Financial Planning first reported a position in ENS in Q1 2014 and has held it in 49 quarters since. 495 funds tracked by Wall St. Rank hold ENS as of Q1 2026.

Mark Sheptoff Financial Planning held 1,650 shares of EnerSys worth $364K as of Q1 2026.
Mark Sheptoff Financial Planning left its EnerSys share count unchanged in Q1 2026.
EnerSys made up 0.19% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #69 holding.
Mark Sheptoff Financial Planning first reported a position in EnerSys in Q1 2014 and has held it in 49 quarters since.
495 funds tracked by Wall St. Rank held EnerSys as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.