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WR Wealth Planners’s Energizer ENR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.66K Hold
47
– – ﹤0.01% 878
2024
Q3 		$1.5K Hold
47
– – ﹤0.01% 939
2024
Q2 		$1.38K Buy
47
+1
+2% +$29 ﹤0.01% 935
2024
Q1 		$1.36K Buy
+46
New +$1.39K ﹤0.01% 930
2023
Q4 		– Sell
-45
Closed -$1.45K – 394
2023
Q3 		$1.45K Hold
45
– – ﹤0.01% 807
2023
Q2 		$1.52K Hold
45
– – ﹤0.01% 800
2023
Q1 		$1.55K Buy
45
+1
+2% +$35 ﹤0.01% 799
2022
Q4 		$1.49K Hold
44
– – ﹤0.01% 410
2022
Q3 		$1.11K Hold
44
– – ﹤0.01% 420
2022
Q2 		$1.24K Buy
44
+1
+2% +$30 ﹤0.01% 446
2022
Q1 		$1.32K Buy
+43
New +$1.5K ﹤0.01% 452

Other funds holding ENR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WR Wealth Planners's ENR Position: Q4 2024 in Review

WR Wealth Planners held its Energizer (ENR) position steady in Q4 2024 at 47 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

WR Wealth Planners first reported a position in ENR in Q1 2022 and has held it in 11 quarters since. 319 funds tracked by Wall St. Rank hold ENR as of Q4 2024.

  • WR Wealth Planners held 47 shares of Energizer worth $1.66K as of Q4 2024.
  • WR Wealth Planners left its Energizer share count unchanged in Q4 2024.
  • Energizer made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #878 holding.
  • WR Wealth Planners first reported a position in Energizer in Q1 2022 and has held it in 11 quarters since.
  • 319 funds tracked by Wall St. Rank held Energizer as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.