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
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 $43.4B AUM 51.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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 $3.68B AUM 62.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
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

Caldwell Investment Management's EFXT Position: Q1 2026 in Review

Caldwell Investment Management held its Enerflex (EFXT) position steady in Q1 2026 at 411,000 shares worth $8.45M. The position accounts for 3.31% of the portfolio, ranked #7.

Caldwell Investment Management first reported a position in EFXT in Q4 2025 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold EFXT as of Q1 2026.

  • Caldwell Investment Management held 411,000 shares of Enerflex worth $8.45M as of Q1 2026.
  • Caldwell Investment Management left its Enerflex share count unchanged in Q1 2026.
  • Enerflex made up 3.31% of Caldwell Investment Management's portfolio in Q1 2026, its #7 holding.
  • Caldwell Investment Management first reported a position in Enerflex in Q4 2025 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held Enerflex as of Q1 2026.

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