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Beacon Investment Advisors’s Enbridge ENB Stock Holding History

Beacon Investment Advisors’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
Q1 		$1.97M Sell
36,402
-275
-0.7% -$14K 0.74% 36
2025
Q4 		$1.75M Buy
36,677
+90
+0.2% +$4.3K 0.7% 39
2025
Q3 		$1.85M Buy
36,587
+89
+0.2% +$4.19K 0.76% 35
2025
Q2 		$1.63M Buy
36,498
+36
+0.1% +$1.63K 0.7% 41
2025
Q1 		$1.62M Buy
36,462
+96
+0.3% +$4.18K 0.76% 37
2024
Q4 		$1.54M Buy
36,366
+90
+0.2% +$3.77K 0.73% 44
2024
Q3 		$1.47M Buy
36,276
+198
+0.5% +$7.63K 0.7% 45
2024
Q2 		$1.28M Buy
36,078
+109
+0.3% +$3.89K 0.66% 48
2024
Q1 		$1.3M Buy
35,969
+2,304
+7% +$81.8K 0.74% 46
2023
Q4 		$1.21M Buy
33,665
+399
+1% +$13.5K 0.77% 43
2023
Q3 		$1.1M Sell
33,266
-1,333
-4% -$47.3K 0.78% 43
2023
Q2 		$1.29M Buy
34,599
+6
+0% +$229 0.88% 38
2023
Q1 		$1.32M Buy
34,593
+85
+0.2% +$3.33K 0.96% 31
2022
Q4 		$1.35M Buy
+34,508
New +$1.35M 1.13% 27

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Beacon Investment Advisors's ENB Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Enbridge (ENB) stake by 0.75% in Q1 2026, selling an estimated $14K and leaving 36,402 shares worth $1.97M. The position accounts for 0.74% of the portfolio, ranked #36.

Beacon Investment Advisors first reported a position in ENB in Q4 2022 and has held it in 14 quarters since. 1,498 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

  • Beacon Investment Advisors held 36,402 shares of Enbridge worth $1.97M as of Q1 2026.
  • Beacon Investment Advisors sold 275 Enbridge shares in Q1 2026, an estimated $14K.
  • Enbridge made up 0.74% of Beacon Investment Advisors's portfolio in Q1 2026, its #36 holding.
  • Beacon Investment Advisors first reported a position in Enbridge in Q4 2022 and has held it in 14 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.