Pinnacle Wealth Planning Services’s EnerSys ENS Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$134K	Buy	731 +5	+0.7%	+$947	0.01%	697
2026 Q2	$170K	Sell	726 -5	-0.7%	-$1.09K	0.02%	596
2026 Q1	$127K	Sell	731 -5	-0.7%	-$847	0.01%	676
2025 Q4	$108K	Buy	+736	New	+$98.3K	0.01%	738
2024 Q4	–	Sell	-2,019	Closed	-$206K	–	445
2024 Q3	$206K	Buy	2,019 +12	+0.6%	+$1.21K	0.03%	454
2024 Q2	$208K	Buy	+2,007	New	+$197K	0.03%	415
2021 Q1	–	Sell	-872	Closed	-$72K	–	833
2020 Q4	$72K	Buy	+872	New	+$68.4K	0.02%	625

Other funds holding ENS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's ENS Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its EnerSys (ENS) stake by 0.69% in Q3 2026, buying an estimated $947 and bringing the position to 731 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #697.

Pinnacle Wealth Planning Services first reported a position in ENS in Q4 2020 and has held it in 7 quarters since. The position peaked at $208K in Q2 2024. 241 funds tracked by Wall St. Rank hold ENS as of Q3 2026.

Pinnacle Wealth Planning Services held 731 shares of EnerSys worth $134K as of Q3 2026.
Pinnacle Wealth Planning Services bought 5 EnerSys shares in Q3 2026, an estimated $947.
EnerSys made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #697 holding.
Pinnacle Wealth Planning Services first reported a position in EnerSys in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's EnerSys position peaked at $208K in Q2 2024.
241 funds tracked by Wall St. Rank held EnerSys as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.