Avantax Advisory Services’s Enbridge ENB Stock Holding History

Avantax Advisory Services’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
2025 Q2	$21.6M	Buy	476,483 +30,437	+7%	+$1.38M	0.12%	137
2025 Q1	$19.8M	Buy	446,046 +15,582	+4%	+$678K	0.12%	132
2024 Q4	$18.3M	Buy	430,464 +15,355	+4%	+$643K	0.11%	136
2024 Q3	$16.9M	Buy	415,109 +43,307	+12%	+$1.67M	0.11%	149
2024 Q2	$13.2M	Buy	371,802 +172,783	+87%	+$6.17M	0.09%	166
2024 Q1	$7.2M	Sell	199,019 -442	-0.2%	-$15.7K	0.06%	234
2023 Q4	$7.18M	Sell	199,461 -1,424	-0.7%	-$48K	0.07%	214
2023 Q3	$6.67M	Buy	200,885 +10,344	+5%	+$367K	0.07%	204
2023 Q2	$7.08M	Buy	190,541 +4,557	+2%	+$174K	0.08%	186
2023 Q1	$7.1M	Buy	185,984 +11,498	+7%	+$451K	0.09%	179
2022 Q4	$6.82M	Buy	174,486 +22,184	+15%	+$868K	0.09%	176
2022 Q3	$5.65M	Buy	152,302 +10,291	+7%	+$434K	0.09%	176
2022 Q2	$6M	Buy	+142,011	New	+$6.34M	0.09%	167
2022 Q1	–	Sell	-56,444	Closed	-$2.21M	–	1304
2021 Q4	$2.21M	Buy	+56,444	New	+$2.26M	0.03%	349
2021 Q3	–	Sell	-40,034	Closed	-$1.6M	–	1198
2021 Q2	$1.6M	Buy	+40,034	New	+$1.55M	0.03%	378
2021 Q1	–	Sell	-19,964	Closed	-$638K	–	1047
2020 Q4	$638K	Sell	19,964 -62,516	-76%	-$1.9M	0.02%	486
2020 Q3	$2.41M	Buy	82,480 +63,577	+336%	+$2M	0.04%	329
2020 Q2	$572K	Sell	18,903 -9,785	-34%	-$301K	0.02%	449
2020 Q1	$839K	Sell	28,688 -9,994	-26%	-$370K	0.03%	330
2019 Q4	$1.54M	Buy	+38,682	New	+$1.44M	0.04%	258
2019 Q3	–	Sell	-31,545	Closed	-$1.14M	–	578
2019 Q2	$1.14M	Buy	31,545 +930	+3%	+$33.9K	0.05%	174
2019 Q1	$1.11M	Sell	30,615 -4,555	-13%	-$164K	0.06%	162
2018 Q4	$1.09M	Buy	+35,170	New	+$1.13M	0.18%	122

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's ENB Position: Q2 2025 in Review

Avantax Advisory Services increased its Enbridge (ENB) stake by 6.8% in Q2 2025, buying an estimated $1.38M and bringing the position to 476,483 shares worth $21.6M. The position accounts for 0.12% of the portfolio, ranked #137.

Avantax Advisory Services first reported a position in ENB in Q4 2018 and has held it in 23 quarters since. 1,385 funds tracked by Wall St. Rank hold ENB as of Q2 2025.

Avantax Advisory Services held 476,483 shares of Enbridge worth $21.6M as of Q2 2025.
Avantax Advisory Services bought 30,437 Enbridge shares in Q2 2025, an estimated $1.38M.
Enbridge made up 0.12% of Avantax Advisory Services's portfolio in Q2 2025, its #137 holding.
Avantax Advisory Services first reported a position in Enbridge in Q4 2018 and has held it in 23 quarters since.
1,385 funds tracked by Wall St. Rank held Enbridge as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.