Position in ENS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$225,632
+$35,239 QoQ
Shares Held
965
-12.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#407
of 549 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ENS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,368,947 across 21 Electrical Equipment & Parts names. ENS ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
5,425 | $1,816,392 | |
| 2 | NVT |
nVent Electric plc
|
5,740 | $973,555 | |
| 3 | AYI |
Acuity Inc. (De)
|
1,178 | $443,700 | |
| 4 | BE |
Bloom Energy Corp
|
1,193 | $361,118 | |
| 5 | HUBB |
Hubbell Inc
|
497 | $260,027 | |
| 6 | ENS |
EnerSys
This page
|
965 | $225,632 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
264 | $98,433 | |
| 8 | HAYW |
Hayward Holdings, Inc.
|
4,663 | $80,713 |
All Filings in ENS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,632 | 965 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $190,393 | 1,096 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $100,668 | 686 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $79,635 | 705 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $47,343 | 552 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,958 | 76 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,359 | 58 | Shares | Sole | 2025-02-10 | |
| 2022-06-30 | $50,705 | 860 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||