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Pacific Excel Wealth Advisors’s EnerSys ENS Stock Holding History

Pacific Excel Wealth 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
Q2 		$267K Buy
+1,143
New +$248K 0.1% 174

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Pacific Excel Wealth Advisors's ENS Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in EnerSys (ENS) in Q2 2026: 1,143 shares worth $267K. The stake represents 0.1% of the portfolio and ranks #174 among its holdings.

554 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • Pacific Excel Wealth Advisors held 1,143 shares of EnerSys worth $267K as of Q2 2026.
  • EnerSys was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • EnerSys made up 0.1% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • 554 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.