CIM
EFXT

Caldwell Investment Management’s Enerflex EFXT Stock Holding History

Caldwell Investment Management’s Portfolio EFXT Stock Details EFXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1M Hold
411,000
– – 6.62% 6
2026
Q1 		$8.45M Hold
411,000
– – 3.31% 7
2025
Q4 		$6.44M Buy
+411,000
New +$5.46M 3.96% 6

Other funds holding EFXT

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Caldwell Investment Management's EFXT Position: Q2 2026 in Review

Caldwell Investment Management held its Enerflex (EFXT) position steady in Q2 2026 at 411,000 shares worth $10.1M. The position accounts for 6.62% of the portfolio, ranked #6.

Caldwell Investment Management first reported a position in EFXT in Q4 2025 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold EFXT as of Q2 2026.

  • Caldwell Investment Management held 411,000 shares of Enerflex worth $10.1M as of Q2 2026.
  • Caldwell Investment Management left its Enerflex share count unchanged in Q2 2026.
  • Enerflex made up 6.62% of Caldwell Investment Management's portfolio in Q2 2026, its #6 holding.
  • Caldwell Investment Management first reported a position in Enerflex in Q4 2025 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held Enerflex as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.