New England Research & Management’s EnerSys ENS Stock Holding History

New England Research & 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	-3,925	Closed	-$359K	–	160
2025 Q1	$359K	Sell	3,925 -200	-5%	-$19.5K	0.18%	119
2024 Q4	$381K	Sell	4,125 -3,850	-48%	-$375K	0.19%	118
2024 Q3	$814K	Sell	7,975 -850	-10%	-$85.7K	0.38%	83
2024 Q2	$914K	Sell	8,825 -700	-7%	-$68.7K	0.44%	76
2024 Q1	$900K	Sell	9,525 -2,875	-23%	-$270K	0.44%	79
2023 Q4	$1.25M	Sell	12,400 -1,125	-8%	-$103K	0.66%	56
2023 Q3	$1.28M	Buy	+13,525	New	+$1.39M	0.73%	48
2022 Q4	–	Sell	-6,953	Closed	-$404K	–	161
2022 Q3	$404K	Buy	+6,953	New	+$443K	0.25%	113

Other funds holding ENS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

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

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

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

New England Research & Management's ENS Position: Q2 2025 in Review

New England Research & Management sold out of EnerSys (ENS) in Q2 2025, closing a stake of 3,925 shares — an estimated $359K sold.

New England Research & Management first reported a position in ENS in Q3 2022 and held it in 8 quarters. The position peaked at $1.28M in Q3 2023. 369 funds tracked by Wall St. Rank hold ENS as of Q2 2025.

New England Research & Management reported no remaining EnerSys position as of Q2 2025 after selling out during the quarter.
New England Research & Management sold 3,925 EnerSys shares in Q2 2025, an estimated $359K.
New England Research & Management first reported a position in EnerSys in Q3 2022 and held it in 8 quarters.
New England Research & Management's EnerSys position peaked at $1.28M in Q3 2023.
369 funds tracked by Wall St. Rank held EnerSys as of Q2 2025.

Based on New England Research & Management's 13F filing for Q2 2025, filed 9 Jul 2025.