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Asset Planning Inc’s Enbridge ENB Stock Holding History

Asset Planning Inc’s Portfolio ENB Stock Details ENB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$270K Buy
4,982
+900
+22% +$49.4K 0.17% 74
2026
Q1 		$221K Buy
4,082
+2,375
+139% +$121K 0.16% 76
2025
Q4 		$81.6K Hold
1,707
– – 0.06% 120
2025
Q3 		$86.1K Hold
1,707
– – 0.06% 120
2025
Q2 		$77.4K Hold
1,707
– – 0.06% 123
2025
Q1 		$75.6K Hold
1,707
– – 0.06% 124
2024
Q4 		$72.4K Buy
+1,707
New +$71.5K 0.06% 122

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Asset Planning Inc's ENB Position: Q2 2026 in Review

Asset Planning Inc increased its Enbridge (ENB) stake by 22% in Q2 2026, buying an estimated $49.4K and bringing the position to 4,982 shares worth $270K. The position accounts for 0.17% of the portfolio, ranked #74.

Asset Planning Inc first reported a position in ENB in Q4 2024 and has held it in 7 quarters since. 1,516 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Asset Planning Inc held 4,982 shares of Enbridge worth $270K as of Q2 2026.
  • Asset Planning Inc bought 900 Enbridge shares in Q2 2026, an estimated $49.4K.
  • Enbridge made up 0.17% of Asset Planning Inc's portfolio in Q2 2026, its #74 holding.
  • Asset Planning Inc first reported a position in Enbridge in Q4 2024 and has held it in 7 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.