OF
ENR icon

Optimize Financial’s Energizer ENR Stock Holding History

Optimize Financial’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
2025
Q3 		– Sell
-16,046
Closed -$323K – 368
2025
Q2 		$323K Sell
16,046
-114
-0.7% -$2.74K 0.2% 154
2025
Q1 		$484K Buy
16,160
+844
+6% +$27K 0.35% 87
2024
Q4 		$534K Buy
+15,316
New +$530K 0.4% 66

Other funds holding ENR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimize Financial's ENR Position: Q3 2025 in Review

Optimize Financial sold out of Energizer (ENR) in Q3 2025, closing a stake of 16,046 shares — an estimated $323K sold.

Optimize Financial first reported a position in ENR in Q4 2024 and held it in 3 quarters. The position peaked at $534K in Q4 2024. 298 funds tracked by Wall St. Rank hold ENR as of Q3 2025.

  • Optimize Financial reported no remaining Energizer position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 16,046 Energizer shares in Q3 2025, an estimated $323K.
  • Optimize Financial first reported a position in Energizer in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Energizer position peaked at $534K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Energizer as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.