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 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's ENS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its EnerSys (ENS) stake by 0.68% in Q2 2026, selling an estimated $1.09K and leaving 726 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #596.

Pinnacle Wealth Planning Services first reported a position in ENS in Q4 2020 and has held it in 6 quarters since. The position peaked at $208K in Q2 2024. 552 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

Pinnacle Wealth Planning Services held 726 shares of EnerSys worth $170K as of Q2 2026.
Pinnacle Wealth Planning Services sold 5 EnerSys shares in Q2 2026, an estimated $1.09K.
EnerSys made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #596 holding.
Pinnacle Wealth Planning Services first reported a position in EnerSys in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's EnerSys position peaked at $208K in Q2 2024.
552 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.