BankPlus Wealth Management’s Enbridge ENB Stock Holding History

BankPlus Wealth Management’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	$267K	Sell	4,924 -863	-15%	-$47.3K	0.12%	105
2026 Q1	$313K	Sell	5,787 -8,400	-59%	-$428K	0.16%	93
2025 Q4	$679K	Sell	14,187 -285	-2%	-$13.6K	0.37%	46
2025 Q3	$730K	Buy	14,472 +382	+3%	+$18K	0.43%	39
2025 Q2	$638K	Buy	14,090 +274	+2%	+$12.4K	0.42%	44
2025 Q1	$612K	Buy	13,816 +441	+3%	+$19.2K	0.45%	43
2024 Q4	$567K	Buy	+13,375	New	+$560K	0.42%	43

Other funds holding ENB

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BankPlus Wealth Management's ENB Position: Q2 2026 in Review

BankPlus Wealth Management reduced its Enbridge (ENB) stake by 15% in Q2 2026, selling an estimated $47.3K and leaving 4,924 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #105.

BankPlus Wealth Management first reported a position in ENB in Q4 2024 and has held it in 7 quarters since. The position peaked at $730K in Q3 2025. 689 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

BankPlus Wealth Management held 4,924 shares of Enbridge worth $267K as of Q2 2026.
BankPlus Wealth Management sold 863 Enbridge shares in Q2 2026, an estimated $47.3K.
Enbridge made up 0.12% of BankPlus Wealth Management's portfolio in Q2 2026, its #105 holding.
BankPlus Wealth Management first reported a position in Enbridge in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Enbridge position peaked at $730K in Q3 2025.
689 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.