Beacon Financial Group’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 | $814K | Buy |
15,012
+45
| +0.3% | +$2.47K | 0.07% | 195 |
|
|
2026
Q1 | $810K | Sell |
14,967
-11,250
| -43% | -$573K | 0.08% | 183 |
|
|
2025
Q4 | $1.25M | Sell |
26,217
-9,475
| -27% | -$452K | 0.12% | 152 |
|
|
2025
Q3 | $1.8M | Sell |
35,692
-896
| -2% | -$42.2K | 0.18% | 126 |
|
|
2025
Q2 | $1.66M | Sell |
36,588
-2,557
| -7% | -$116K | 0.17% | 127 |
|
|
2025
Q1 | $1.73M | Sell |
39,145
-2,414
| -6% | -$105K | 0.19% | 119 |
|
|
2024
Q4 | $1.76M | Sell |
41,559
-3,244
| -7% | -$136K | 0.19% | 122 |
|
|
2024
Q3 | $1.82M | Sell |
44,803
-4,267
| -9% | -$164K | 0.2% | 117 |
|
|
2024
Q2 | $1.75M | Sell |
49,070
-2,281
| -4% | -$81.5K | 0.2% | 117 |
|
|
2024
Q1 | $1.86M | Sell |
51,351
-146,636
| -74% | -$5.2M | 0.21% | 112 |
|
|
2023
Q4 | $7.13M | Sell |
197,987
-1,885
| -0.9% | -$63.6K | 0.87% | 26 |
|
|
2023
Q3 | $7.01M | Buy |
199,872
+7,219
| +4% | +$256K | 1% | 18 |
|
|
2023
Q2 | $7.13M | Sell |
192,653
-4,661
| -2% | -$178K | 0.97% | 25 |
|
|
2023
Q1 | $7.71M | Sell |
197,314
-18,488
| -9% | -$725K | 1.08% | 24 |
|
|
2022
Q4 | $8.44M | Sell |
215,802
-1,924
| -0.9% | -$75.3K | 1.15% | 20 |
|
|
2022
Q3 | $8.2M | Sell |
217,726
-2,063
| -0.9% | -$87K | 1.27% | 18 |
|
|
2022
Q2 | $9.14M | Sell |
219,789
-4,048
| -2% | -$181K | 1.36% | 14 |
|
|
2022
Q1 | $10.4M | Sell |
223,837
-647
| -0.3% | -$27.7K | 1.39% | 14 |
|
|
2021
Q4 | $8.81M | Sell |
224,484
-2,246
| -1% | -$90.1K | 1.15% | 22 |
|
|
2021
Q3 | $9.03M | Buy |
226,730
+1,506
| +0.7% | +$59.4K | 1.21% | 17 |
|
|
2021
Q2 | $8.54M | Sell |
225,224
-5,186
| -2% | -$201K | 1.21% | 16 |
|
|
2021
Q1 | $8.15M | Hold |
230,410
| – | – | 1.28% | 14 |
|
|
2020
Q4 | $8.15M | Buy |
230,410
+4,539
| +2% | +$138K | 1.28% | 14 |
|
|
2020
Q3 | $6.59M | Sell |
225,871
-5,319
| -2% | -$167K | 1.18% | 18 |
|
|
2020
Q2 | $7M | Sell |
231,190
-8,494
| -4% | -$261K | 1.35% | 13 |
|
|
2020
Q1 | $6.76M | Sell |
239,684
-22,706
| -9% | -$842K | 1.49% | 13 |
|
|
2019
Q4 | $10.4M | Sell |
262,390
-9,140
| -3% | -$341K | 1.31% | 11 |
|
|
2019
Q3 | $9.79M | Buy |
271,530
+18,050
| +7% | +$624K | 1.67% | 12 |
|
|
2019
Q2 | $9.15M | Sell |
253,480
-6,696
| -3% | -$244K | 1.56% | 13 |
|
|
2019
Q1 | $9.43M | Sell |
260,176
-30,629
| -11% | -$1.1M | 1.54% | 12 |
|
|
2018
Q4 | $8.99M | Buy |
290,805
+7,095
| +3% | +$228K | 1.69% | 14 |
|
|
2018
Q3 | $9.16M | Sell |
283,710
-5,799
| -2% | -$203K | 1.55% | 14 |
|
|
2018
Q2 | $10.3M | Buy |
289,509
+1,061
| +0.4% | +$33.6K | 1.75% | 11 |
|
|
2018
Q1 | $9.08M | Buy |
288,448
+37,745
| +15% | +$1.32M | 1.55% | 13 |
|
|
2017
Q4 | $9.8M | Sell |
250,703
-415
| -0.2% | -$16K | 1.71% | 14 |
|
|
2017
Q3 | $10.5M | Buy |
251,118
+7,329
| +3% | +$298K | 1.9% | 11 |
|
|
2017
Q2 | $9.73M | Buy |
243,789
+6,131
| +3% | +$247K | 1.85% | 12 |
|
|
2017
Q1 | $9.81M | Buy |
+237,658
| New | +$10M | 1.88% | 13 |
|
|
2014
Q4 | – | Sell |
-82,375
| Closed | -$3.98M | – | 193 |
|
|
2014
Q3 | $3.98M | Buy |
82,375
+1,139
| +1% | +$56.2K | 0.86% | 41 |
|
|
2014
Q2 | $3.85M | Buy |
81,236
+2,098
| +3% | +$99.4K | 0.85% | 43 |
|
|
2014
Q1 | $3.58M | Sell |
79,138
-2,793
| -3% | -$121K | 0.74% | 41 |
|
|
2013
Q4 | $3.56M | Buy |
+81,931
| New | +$3.46M | 0.68% | 39 |
|
Other funds holding ENB
Beacon Financial Group's ENB Position: Q2 2026 in Review
Beacon Financial Group increased its Enbridge (ENB) stake by 0.3% in Q2 2026, buying an estimated $2.47K and bringing the position to 15,012 shares worth $814K. The position accounts for 0.07% of the portfolio, ranked #195.
Beacon Financial Group first reported a position in ENB in Q4 2013 and has held it in 42 quarters since. The position peaked at $10.5M in Q3 2017. 1,516 funds tracked by Wall St. Rank hold ENB as of Q2 2026.
- Beacon Financial Group held 15,012 shares of Enbridge worth $814K as of Q2 2026.
- Beacon Financial Group bought 45 Enbridge shares in Q2 2026, an estimated $2.47K.
- Enbridge made up 0.07% of Beacon Financial Group's portfolio in Q2 2026, its #195 holding.
- Beacon Financial Group first reported a position in Enbridge in Q4 2013 and has held it in 42 quarters since.
- Beacon Financial Group's Enbridge position peaked at $10.5M in Q3 2017.
- 1,516 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.
Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.