Rise Advisors’s EnerSys ENS Stock Holding History

Rise 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
2025 Q4	–	Sell	-161	Closed	-$18.2K	–	523
2025 Q3	$18.2K	Hold	161	–	–	0.01%	638
2025 Q2	$13.8K	Buy	161 +1	+0.6%	+$87	0.01%	795
2025 Q1	$14.7K	Sell	160 -49	-23%	-$4.78K	0.01%	700
2024 Q4	$19.3K	Buy	209 +1	+0.5%	+$97	0.01%	683
2024 Q3	$21.3K	Hold	208	–	–	0.01%	645
2024 Q2	$21.5K	Buy	208 +1	+0.5%	+$98	0.01%	591
2024 Q1	$19.6K	Buy	+207	New	+$19.5K	0.01%	664

Other funds holding ENS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

NSCM

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Rise Advisors's ENS Position: Q4 2025 in Review

Rise Advisors sold out of EnerSys (ENS) in Q4 2025, closing a stake of 161 shares — an estimated $18.2K sold.

Rise Advisors first reported a position in ENS in Q1 2024 and held it in 7 quarters. The position peaked at $21.5K in Q2 2024. 435 funds tracked by Wall St. Rank hold ENS as of Q4 2025.

Rise Advisors reported no remaining EnerSys position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 161 EnerSys shares in Q4 2025, an estimated $18.2K.
Rise Advisors first reported a position in EnerSys in Q1 2024 and held it in 7 quarters.
Rise Advisors's EnerSys position peaked at $21.5K in Q2 2024.
435 funds tracked by Wall St. Rank held EnerSys as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.