Beacon Investment Advisory Services’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 | $8.77M | Sell |
161,787
-4,693
| -3% | -$257K | 0.33% | 66 |
|
|
2026
Q1 | $9.01M | Buy |
166,480
+2,589
| +2% | +$132K | 0.37% | 66 |
|
|
2025
Q4 | $7.84M | Buy |
163,891
+6,030
| +4% | +$288K | 0.32% | 71 |
|
|
2025
Q3 | $7.97M | Buy |
157,861
+5,318
| +3% | +$250K | 0.34% | 70 |
|
|
2025
Q2 | $6.91M | Buy |
152,543
+11,434
| +8% | +$519K | 0.31% | 74 |
|
|
2025
Q1 | $6.25M | Buy |
141,109
+9,073
| +7% | +$395K | 0.29% | 81 |
|
|
2024
Q4 | $5.6M | Buy |
132,036
+865
| +0.7% | +$36.2K | 0.24% | 81 |
|
|
2024
Q3 | $5.33M | Buy |
131,171
+2,091
| +2% | +$80.5K | 0.22% | 85 |
|
|
2024
Q2 | $4.59M | Sell |
129,080
-2,009
| -2% | -$71.8K | 0.2% | 88 |
|
|
2024
Q1 | $4.74M | Buy |
131,089
+1,817
| +1% | +$64.5K | 0.2% | 91 |
|
|
2023
Q4 | $4.66M | Sell |
129,272
-5,524
| -4% | -$186K | 0.21% | 87 |
|
|
2023
Q3 | $4.47M | Sell |
134,796
-2,522
| -2% | -$89.5K | 0.22% | 83 |
|
|
2023
Q2 | $5.1M | Buy |
137,318
+1,489
| +1% | +$56.8K | 0.24% | 85 |
|
|
2023
Q1 | $5.18M | Buy |
135,829
+2,281
| +2% | +$89.5K | 0.25% | 80 |
|
|
2022
Q4 | $5.22M | Buy |
133,548
+2,100
| +2% | +$82.1K | 0.27% | 81 |
|
|
2022
Q3 | $4.88M | Buy |
131,448
+789
| +0.6% | +$33.3K | 0.27% | 78 |
|
|
2022
Q2 | $5.52M | Buy |
130,659
+7,719
| +6% | +$345K | 0.29% | 79 |
|
|
2022
Q1 | $5.67M | Buy |
122,940
+8,258
| +7% | +$354K | 0.24% | 81 |
|
|
2021
Q4 | $4.48M | Buy |
114,682
+107
| +0.1% | +$4.29K | 0.17% | 97 |
|
|
2021
Q3 | $4.56M | Buy |
114,575
+1,654
| +1% | +$65.2K | 0.19% | 95 |
|
|
2021
Q2 | $4.52M | Buy |
112,921
+2,647
| +2% | +$102K | 0.18% | 97 |
|
|
2021
Q1 | $4.01M | Buy |
110,274
+3,474
| +3% | +$122K | 0.18% | 100 |
|
|
2020
Q4 | $3.42M | Sell |
106,800
-2,277
| -2% | -$69.3K | 0.16% | 104 |
|
|
2020
Q3 | $3.19M | Buy |
109,077
+366
| +0.3% | +$11.5K | 0.17% | 99 |
|
|
2020
Q2 | $3.31M | Buy |
108,711
+3,076
| +3% | +$94.5K | 0.19% | 95 |
|
|
2020
Q1 | $3.07M | Buy |
105,635
+156
| +0.1% | +$5.78K | 0.22% | 87 |
|
|
2019
Q4 | $4.2M | Buy |
105,479
+264
| +0.3% | +$9.86K | 0.22% | 91 |
|
|
2019
Q3 | $3.69M | Buy |
105,215
+1,744
| +2% | +$60.3K | 0.37% | 70 |
|
|
2019
Q2 | $3.73M | Sell |
103,471
-8,660
| -8% | -$315K | 0.4% | 68 |
|
|
2019
Q1 | $4.07M | Buy |
112,131
+13,667
| +14% | +$493K | 0.43% | 66 |
|
|
2018
Q4 | $3.06M | Sell |
98,464
-2,202
| -2% | -$70.8K | 0.34% | 73 |
|
|
2018
Q3 | $3.25M | Buy |
100,666
+22,463
| +29% | +$784K | 0.32% | 77 |
|
|
2018
Q2 | $2.79M | Sell |
78,203
-35,426
| -31% | -$1.12M | 0.28% | 85 |
|
|
2018
Q1 | $3.58M | Buy |
113,629
+41,703
| +58% | +$1.46M | 0.37% | 73 |
|
|
2017
Q4 | $2.81M | Sell |
71,926
-16,676
| -19% | -$642K | 0.3% | 89 |
|
|
2017
Q3 | $3.71M | Buy |
+88,602
| New | +$3.6M | 0.32% | 84 |
|
Other funds holding ENB
Beacon Investment Advisory Services's ENB Position: Q2 2026 in Review
Beacon Investment Advisory Services reduced its Enbridge (ENB) stake by 2.8% in Q2 2026, selling an estimated $257K and leaving 161,787 shares worth $8.77M. The position accounts for 0.33% of the portfolio, ranked #66.
Beacon Investment Advisory Services first reported a position in ENB in Q3 2017 and has held it in 36 quarters since. The position peaked at $9.01M in Q1 2026. 1,516 funds tracked by Wall St. Rank hold ENB as of Q2 2026.
- Beacon Investment Advisory Services held 161,787 shares of Enbridge worth $8.77M as of Q2 2026.
- Beacon Investment Advisory Services sold 4,693 Enbridge shares in Q2 2026, an estimated $257K.
- Enbridge made up 0.33% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #66 holding.
- Beacon Investment Advisory Services first reported a position in Enbridge in Q3 2017 and has held it in 36 quarters since.
- Beacon Investment Advisory Services's Enbridge position peaked at $9.01M in Q1 2026.
- 1,516 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.