PF
ENS icon

Phoenix Financial’s EnerSys ENS Stock Holding History

Phoenix Financial’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 		$427K Sell
1,833
-753
-29% -$164K ﹤0.01% 373
2026
Q1 		$449K Buy
+2,586
New +$438K ﹤0.01% 323
2022
Q1 		– Sell
-2,727
Closed -$215K – 421
2021
Q4 		$215K Buy
+2,727
New +$213K ﹤0.01% 360
2020
Q4 		– Sell
-5,593
Closed -$355K – 383
2020
Q3 		$355K Buy
+5,593
New +$385K 0.01% 247

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 $3.37T AUM 44.26% 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

Phoenix Financial's ENS Position: Q2 2026 in Review

Phoenix Financial reduced its EnerSys (ENS) stake by 29% in Q2 2026, selling an estimated $164K and leaving 1,833 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Phoenix Financial first reported a position in ENS in Q3 2020 and has held it in 4 quarters since. The position peaked at $449K in Q1 2026. 550 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • Phoenix Financial held 1,833 shares of EnerSys worth $427K as of Q2 2026.
  • Phoenix Financial sold 753 EnerSys shares in Q2 2026, an estimated $164K.
  • EnerSys made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #373 holding.
  • Phoenix Financial first reported a position in EnerSys in Q3 2020 and has held it in 4 quarters since.
  • Phoenix Financial's EnerSys position peaked at $449K in Q1 2026.
  • 550 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.