EnerSys
DE ˙ DB ˙ US29275Y1029
206,40 € ↑0,20 (0,10%)
2026-06-04
DEL PRIS
SecurityDE:FDN / EnerSys
InstitutionStifel Financial Corp
Latest Disclosed Ownership5,873 shares
Latest Disclosed Value $ 1,020,454
Stifel Financial Corp reports 38.12% increase in ownership of FDN / EnerSys

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 5,873 shares of EnerSys (DE:FDN) valued at $879,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,252 shares of EnerSys. This represents a change in shares of 38.12% during the quarter. The current value of the position is $1,212,187 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F ENERSYS COM 29275Y102 5,873 1,621 38.12 1,020 63.46 0.0009
2026-02-13 2025-12-31 13F ENERSYS COM 29275Y102 4,252 84 2.02 624 32.77 0.0006
2025-11-12 2025-09-30 13F ENERSYS COM 29275Y102 4,168 -383 -8.42 471 20.51 0.0004
2025-08-14 2025-06-30 13F ENERSYS COM 29275Y102 4,551 -2,222 -32.81 390 -37.10 0.0004
2025-05-14 2025-03-31 13F ENERSYS COM 29275Y102 6,773 -2,847 -29.59 620 -30.26 0.0007
2025-02-13 2024-12-31 13F ENERSYS COM 29275Y102 9,620 57 0.60 889 -8.82 0.0009
2024-11-14 2024-09-30 13F ENERSYS COM 29275Y102 9,563 630 7.05 976 5.52 0.0010
2024-08-13 2024-06-30 13F ENERSYS COM 29275Y102 8,933 -1,295 -12.66 925 -4.35 0.0010
2024-05-14 2024-03-31 13F ENERSYS COM 29275Y102 10,228 -301 -2.86 966 -9.13 0.0011
2024-02-12 2023-12-31 13F ENERSYS COM 29275Y102 10,529 553 5.54 1,063 12.61 0.0013
2023-11-13 2023-09-30 13F ENERSYS COM 29275Y102 9,976 1,196 13.62 944 -0.84 0.0013
2023-08-14 2023-06-30 13F ENERSYS COM 29275Y102 8,780 -259 -2.87 953 21.27 0.0013
2023-05-12 2023-03-31 13F ENERSYS COM 29275Y102 9,039 804 9.76 785 29.11 0.0011
2023-02-13 2022-12-31 13F ENERSYS COM 29275Y102 8,235 3,664 80.16 608 128.57 0.0009
2022-11-14 2022-09-30 13F ENERSYS COM 29275Y102 4,571 453 11.00 266 9.47 0.0004
2022-08-15 2022-06-30 13F ENERSYS COM 29275Y102 4,118 -3,524 -46.11 243 -57.37 0.0004
2022-05-13 2022-03-31 13F ENERSYS COM 29275Y102 7,642 -312 -3.92 570 -9.38 0.0008
2022-02-14 2021-12-31 13F ENERSYS COM 29275Y102 7,954 191 2.46 629 8.82 0.0008
2021-11-15 2021-09-30 13F ENERSYS COM 29275Y102 7,763 -43 -0.55 578 -24.25 0.0008
2021-08-13 2021-06-30 13F ENERSYS COM 29275Y102 7,806 -2,701 -25.71 763 -20.02 0.0011
2021-05-14 2021-03-31 13F ENERSYS COM 29275Y102 10,507 9 0.09 954 9.40 0.0016
2021-02-12 2020-12-31 13F ENERSYS COM 29275Y102 10,498 1,810 20.83 872 49.32 0.0016
2020-11-16 2020-09-30 13F ENERSYS COM 29275Y102 8,688 391 4.71 584 9.36 0.0012
2020-08-14 2020-06-30 13F ENERSYS COM 29275Y102 8,297 -101 -1.20 534 39.06 0.0012
2020-05-14 2020-03-31 13F ENERSYS COM 29275Y102 8,398 -116,647 -93.28 384 -95.91 0.0011
2020-02-13 2019-12-31 13F ENERSYS COM 29275Y102 125,045 -15,711 -11.16 9,380 0.54 0.0195
2019-11-19 2019-09-30 13F/A-1 ENERSYS COM 29275Y102 140,756 -48,121 -25.48 9,330 -28.12 0.0238
2019-11-13 2019-09-30 13F ENERSYS COM 29275Y102 140,756 -48,121 9,330 5,229.9326
2019-08-14 2019-06-30 13F ENERSYS COM 29275Y102 188,877 37,162 24.49 12,980 30.86 0.0335
2019-05-14 2019-03-31 13F ENERSYS COM 29275Y102 151,715 147,257 3,303.21 9,919 2,775.07 0.0280
2019-02-13 2018-12-31 13F ENERSYS COM 29275Y102 4,458 -287 -6.05 345 -16.67 0.0011
2018-11-13 2018-09-30 13F ENERSYS COM 29275Y102 4,745 40 0.85 414 18.29 0.0012
2018-08-14 2018-06-30 13F ENERSYS COM 29275Y102 4,705 -998 -17.50 350 -11.39 0.0011
2018-05-11 2018-03-31 13F ENERSYS COM 29275Y102 5,703 140 2.52 395 2.07 0.0012
2018-02-14 2017-12-31 13F ENERSYS COM 29275Y102 5,563 -58 -1.03 387 -0.26 0.0012
2017-11-13 2017-09-30 13F ENERSYS COM 29275Y102 5,621 -39 -0.69 388 -5.37 0.0013
2017-08-14 2017-06-30 13F ENERSYS COM 29275Y102 5,660 812 16.75 410 7.05 0.0015
2017-05-10 2017-03-31 13F ENERSYS COM 29275Y102 4,848 428 9.68 383 11.01 0.0015
2017-02-16 2016-12-31 13F ENERSYS COM 29275Y102 4,420 4,420 345 0.0015
2016-05-16 2016-03-31 13F ENERSYS COM 29275Y102 0 -1,750 -100.00 0 -100.00
2016-02-16 2015-12-31 13F ENERSYS COM 29275Y102 1,750 1,750 0.00 243 0.0011
2015-11-16 2015-09-30 13F ENERSYS COM 29275Y102 0 -3,762 -100.00 0 -100.00
2015-08-17 2015-06-30 13F/A-1 ENERSYS COM 29275Y102 3,762 3,762 0.00 260 0.0013
2015-02-13 2014-12-31 13F ENERSYS COM 29275Y102 0 -5,128 -100.00 0 -100.00
2014-11-13 2014-09-30 13F ENERSYS COM 29275Y102 5,128 -51 -0.98 301 -15.45 0.0026
2014-08-14 2014-06-30 13F ENERSYS COM 29275Y102 5,179 -100 -1.89 356 -2.73 0.0032
2014-05-15 2014-03-31 13F ENERSYS COM 29275Y102 5,279 5,279 366 0.0035
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.