Petrus Trust Company’s EnerSys ENS Stock Holding History

Petrus Trust Company’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 Q3	–	Sell	-3,637	Closed	-$312K	–	283
2025 Q2	$312K	Buy	3,637 +389	+12%	+$33.9K	0.03%	302
2025 Q1	$297K	Sell	3,248 -4,332	-57%	-$423K	0.03%	401
2024 Q4	$701K	Sell	7,580 -2,861	-27%	-$279K	0.07%	102
2024 Q3	$1.07M	Buy	10,441 +6,987	+202%	+$705K	0.1%	33
2024 Q2	$358K	Sell	3,454 -1,980	-36%	-$194K	0.03%	367
2024 Q1	$513K	Buy	+5,434	New	+$511K	0.05%	201
2023 Q4	–	Sell	-6,007	Closed	-$569K	–	638
2023 Q3	$569K	Sell	6,007 -1,289	-18%	-$132K	0.06%	132
2023 Q2	$792K	Buy	+7,296	New	+$666K	0.09%	46

Other funds holding ENS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Petrus Trust Company's ENS Position: Q3 2025 in Review

Petrus Trust Company sold out of EnerSys (ENS) in Q3 2025, closing a stake of 3,637 shares — an estimated $312K sold.

Petrus Trust Company first reported a position in ENS in Q2 2023 and held it in 8 quarters. The position peaked at $1.07M in Q3 2024. 375 funds tracked by Wall St. Rank hold ENS as of Q3 2025.

Petrus Trust Company reported no remaining EnerSys position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 3,637 EnerSys shares in Q3 2025, an estimated $312K.
Petrus Trust Company first reported a position in EnerSys in Q2 2023 and held it in 8 quarters.
Petrus Trust Company's EnerSys position peaked at $1.07M in Q3 2024.
375 funds tracked by Wall St. Rank held EnerSys as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.