EnerSys
DE ˙ DB ˙ US29275Y1029
€ 190,50 ↓ -15.90 (-7.70%)
2026-06-05
PREÇO DA AÇÃO
SecurityDE:FDN / EnerSys
InstitutionAlps Advisors Inc
Latest Disclosed Ownership8,428 shares
Latest Disclosed Value $ 1,464,112
Alps Advisors Inc reports 11.96% increase in ownership of FDN / EnerSys

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 8,428 shares of EnerSys (DE:FDN) valued at $1,261,672 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,528 shares of EnerSys. This represents a change in shares of 11.96% during the quarter. The current value of the position is $1,605,534 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.

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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)
2026-05-08 2026-03-31 13F ENERSYS COM 29275Y102 8,428 900 11.96 1,464 32.61 0.0063
2026-02-12 2025-12-31 13F ENERSYS COM 29275Y102 7,528 7,528 1,105 0.0064
2025-11-05 2025-09-30 13F ENERSYS COM 29275Y102 0 -3,745 -100.00 0 -100.00
2025-08-11 2025-06-30 13F ENERSYS COM 29275Y102 3,745 45 1.22 321 -5.03 0.0019
2025-04-30 2025-03-31 13F ENERSYS COM 29275Y102 3,700 3,700 339 0.0020
2016-05-10 2016-03-31 13F ENERSYS Common Stock 29275Y102 0 0 0 0.0000
2014-11-24 2014-09-30 13F ENERSYS Common Stock 29275Y102 0 -8,345 -100.00 0 -100.00
2014-08-20 2014-06-30 13F/A-1 ENERSYS Common Stock 29275Y102 8,345 212 2.61 574 1.77 0.0049
2014-08-15 2014-06-30 13F EPAM SYSTEMS Common Stock 29275Y102 17,787 778
2014-05-15 2014-03-31 13F ENERSYS Common Stock 29275Y102 8,133 -369 -4.34 564 -2.59 0.0055
2014-02-11 2013-12-31 13F ENERSYS Common Stock 29275Y102 8,502 4,130 94.46 579 118.49 0.0059
2013-11-13 2013-09-30 13F ENERSYS Common Stock 29275Y102 4,372 4,372 265 0.0030
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.