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Briaud Financial Planning’s Enbridge ENB Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-289
Closed -$13K – 107
2025
Q2 		$13K Buy
289
+230
+390% +$10.4K 0.01% 216
2025
Q1 		$2K Hold
59
– – ﹤0.01% 182
2024
Q4 		$2K Hold
59
– – ﹤0.01% 182
2024
Q3 		$2K Hold
59
– – ﹤0.01% 125
2024
Q2 		$2K Hold
59
– – ﹤0.01% 126
2024
Q1 		$3K Buy
+59
New +$2.09K ﹤0.01% 112
2023
Q4 		– Sell
-59
Closed -$1K – 63
2023
Q3 		$1K Buy
+59
New +$2.09K ﹤0.01% 150

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Briaud Financial Planning's ENB Position: Q3 2025 in Review

Briaud Financial Planning sold out of Enbridge (ENB) in Q3 2025, closing a stake of 289 shares — an estimated $13K sold.

Briaud Financial Planning first reported a position in ENB in Q3 2023 and held it in 7 quarters. The position peaked at $13K in Q2 2025. 1,412 funds tracked by Wall St. Rank hold ENB as of Q3 2025.

  • Briaud Financial Planning reported no remaining Enbridge position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 289 Enbridge shares in Q3 2025, an estimated $13K.
  • Briaud Financial Planning first reported a position in Enbridge in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Enbridge position peaked at $13K in Q2 2025.
  • 1,412 funds tracked by Wall St. Rank held Enbridge as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.