Avantax Planning Partners’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $706K | Sell |
13,029
-55
| -0.4% | -$3.02K | 0.02% | 236 |
|
|
2026
Q1 | $708K | Buy |
13,084
+1,517
| +13% | +$77.3K | 0.02% | 233 |
|
|
2025
Q4 | $553K | Buy |
11,567
+170
| +1% | +$8.12K | 0.02% | 259 |
|
|
2025
Q3 | $575K | Sell |
11,397
-56
| -0.5% | -$2.63K | 0.02% | 248 |
|
|
2025
Q2 | $519K | Sell |
11,453
-180
| -2% | -$8.16K | 0.02% | 261 |
|
|
2025
Q1 | $515K | Buy |
11,633
+1,000
| +9% | +$43.5K | 0.02% | 254 |
|
|
2024
Q4 | $451K | Sell |
10,633
-248
| -2% | -$10.4K | 0.02% | 274 |
|
|
2024
Q3 | $442K | Buy |
10,881
+2,782
| +34% | +$107K | 0.02% | 273 |
|
|
2024
Q2 | $288K | Buy |
8,099
+350
| +5% | +$12.5K | 0.01% | 366 |
|
|
2024
Q1 | $280K | Buy |
+7,749
| New | +$275K | 0.01% | 372 |
|
|
2023
Q2 | – | Sell |
-9,889
| Closed | -$377K | – | 374 |
|
|
2023
Q1 | $377K | Buy |
9,889
+156
| +2% | +$6.12K | 0.02% | 259 |
|
|
2022
Q4 | $381K | Sell |
9,733
-1
| -0% | -$39 | 0.02% | 262 |
|
|
2022
Q3 | $361K | Buy |
9,734
+830
| +9% | +$35K | 0.02% | 263 |
|
|
2022
Q2 | $376K | Sell |
8,904
-1,554
| -15% | -$69.4K | 0.02% | 247 |
|
|
2022
Q1 | $482K | Buy |
10,458
+628
| +6% | +$26.9K | 0.02% | 227 |
|
|
2021
Q4 | $384K | Buy |
9,830
+391
| +4% | +$15.7K | 0.02% | 241 |
|
|
2021
Q3 | $376K | Buy |
9,439
+192
| +2% | +$7.57K | 0.02% | 228 |
|
|
2021
Q2 | $370K | Sell |
9,247
-53
| -0.6% | -$2.05K | 0.02% | 231 |
|
|
2021
Q1 | $339K | Sell |
9,300
-61
| -0.7% | -$2.14K | 0.02% | 227 |
|
|
2020
Q4 | $299K | Sell |
9,361
-808
| -8% | -$24.6K | 0.02% | 223 |
|
|
2020
Q3 | $297K | Sell |
10,169
-1,991
| -16% | -$62.7K | 0.02% | 227 |
|
|
2020
Q2 | $370K | Sell |
12,160
-1,438
| -11% | -$44.2K | 0.02% | 198 |
|
|
2020
Q1 | $396K | Buy |
13,598
+522
| +4% | +$19.3K | 0.03% | 175 |
|
|
2019
Q4 | $520K | Buy |
13,076
+283
| +2% | +$10.6K | 0.03% | 173 |
|
|
2019
Q3 | $449K | Buy |
12,793
+173
| +1% | +$5.98K | 0.03% | 182 |
|
|
2019
Q2 | $454K | Sell |
12,620
-883
| -7% | -$32.2K | 0.03% | 181 |
|
|
2019
Q1 | $490K | Buy |
13,503
+3,160
| +31% | +$114K | 0.03% | 165 |
|
|
2018
Q4 | $321K | Buy |
10,343
+6,848
| +196% | +$220K | 0.02% | 187 |
|
|
2018
Q3 | $113K | Buy |
+3,495
| New | +$122K | 0.01% | 323 |
|
|
2018
Q2 | – | Sell |
-9,335
| Closed | -$294K | – | 576 |
|
|
2018
Q1 | $294K | Buy |
9,335
+258
| +3% | +$9.03K | 0.03% | 228 |
|
|
2017
Q4 | $355K | Sell |
9,077
-1,070
| -11% | -$41.2K | 0.03% | 210 |
|
|
2017
Q3 | $425K | Buy |
10,147
+1,449
| +17% | +$58.9K | 0.03% | 225 |
|
|
2017
Q2 | $346K | Sell |
8,698
-859
| -9% | -$34.6K | 0.03% | 231 |
|
|
2017
Q1 | $400K | Buy |
+9,557
| New | +$404K | 0.04% | 205 |
|
Other funds holding ENB
Avantax Planning Partners's ENB Position: Q2 2026 in Review
Avantax Planning Partners reduced its Enbridge (ENB) stake by 0.42% in Q2 2026, selling an estimated $3.02K and leaving 13,029 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #236.
Avantax Planning Partners first reported a position in ENB in Q1 2017 and has held it in 34 quarters since. The position peaked at $708K in Q1 2026. 1,517 funds tracked by Wall St. Rank hold ENB as of Q2 2026.
- Avantax Planning Partners held 13,029 shares of Enbridge worth $706K as of Q2 2026.
- Avantax Planning Partners sold 55 Enbridge shares in Q2 2026, an estimated $3.02K.
- Enbridge made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #236 holding.
- Avantax Planning Partners first reported a position in Enbridge in Q1 2017 and has held it in 34 quarters since.
- Avantax Planning Partners's Enbridge position peaked at $708K in Q1 2026.
- 1,517 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.