BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s EnerSys ENS Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-99	Closed	-$23.1K	–	1807
2026 Q2	$23.1K	Hold	99	–	–	﹤0.01%	1221
2026 Q1	$17.2K	Hold	99	–	–	﹤0.01%	1369
2025 Q4	$14.5K	Hold	99	–	–	﹤0.01%	1446
2025 Q3	$11.2K	Hold	99	–	–	﹤0.01%	1520
2025 Q2	$8.49K	Hold	99	–	–	﹤0.01%	1600
2025 Q1	$9.07K	Hold	99	–	–	﹤0.01%	1575
2024 Q4	$9.15K	Hold	99	–	–	﹤0.01%	1499
2024 Q3	$10.1K	Buy	+99	New	+$10K	﹤0.01%	1529

Other funds holding ENS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s ENS Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of EnerSys (ENS) in Q3 2026, closing a stake of 99 shares — an estimated $23.1K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in ENS in Q3 2024 and held it in 8 quarters. The position peaked at $23.1K in Q2 2026. 447 funds tracked by Wall St. Rank hold ENS as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining EnerSys position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 99 EnerSys shares in Q3 2026, an estimated $23.1K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in EnerSys in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s EnerSys position peaked at $23.1K in Q2 2026.
447 funds tracked by Wall St. Rank held EnerSys as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.