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True Wealth Design’s Energizer ENR Stock Holding History

True Wealth Design’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.28K Buy
247
+57
+30% +$1.22K ﹤0.01% 1317
2026
Q2 		$4.07K Buy
+190
New +$3.62K ﹤0.01% 1415
2025
Q4 		– Sell
-727
Closed -$18.1K – 2643
2025
Q3 		$18.1K Buy
727
+376
+107% +$9.83K 0.01% 650
2025
Q2 		$7.08K Buy
+351
New +$8.43K ﹤0.01% 691

Other funds holding ENR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's ENR Position: Q3 2026 in Review

True Wealth Design increased its Energizer (ENR) stake by 30% in Q3 2026, buying an estimated $1.22K and bringing the position to 247 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

True Wealth Design first reported a position in ENR in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.1K in Q3 2025. 17 funds tracked by Wall St. Rank hold ENR as of Q3 2026.

  • True Wealth Design held 247 shares of Energizer worth $5.28K as of Q3 2026.
  • True Wealth Design bought 57 Energizer shares in Q3 2026, an estimated $1.22K.
  • Energizer made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1317 holding.
  • True Wealth Design first reported a position in Energizer in Q2 2025 and has held it in 4 quarters since.
  • True Wealth Design's Energizer position peaked at $18.1K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Energizer as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.