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Caldwell Trust’s Enbridge ENB Stock Holding History

Caldwell Trust’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 		$351K Hold
6,477
– – 0.03% 265
2025
Q4 		$310K Sell
6,477
-168
-3% -$8.02K 0.03% 276
2025
Q3 		$335K Hold
6,645
– – 0.03% 265
2025
Q2 		$301K Hold
6,645
– – 0.03% 265
2025
Q1 		$294K Buy
6,645
+145
+2% +$6.31K 0.03% 268
2024
Q4 		$276K Sell
6,500
-8
-0.1% -$335 0.03% 282
2024
Q3 		$264K Sell
6,508
-1,063
-14% -$40.9K 0.03% 287
2024
Q2 		$269K Buy
7,571
+6,877
+991% +$246K 0.03% 277
2024
Q1 		$25.1K Hold
694
– – ﹤0.01% 534
2023
Q4 		$25K Sell
694
-488
-41% -$16.5K ﹤0.01% 519
2023
Q3 		$39.2K Sell
1,182
-355
-23% -$12.6K 0.01% 472
2023
Q2 		$57.1K Sell
1,537
-806
-34% -$30.7K 0.01% 429
2023
Q1 		$89.4K Sell
2,343
-888
-27% -$34.8K 0.01% 358
2022
Q4 		$126K Buy
3,231
+1,185
+58% +$46.4K 0.02% 326
2022
Q3 		$75.9K Hold
2,046
– – 0.01% 368
2022
Q2 		$86.5K Hold
2,046
– – 0.01% 372
2022
Q1 		$94.3K Buy
2,046
+476
+30% +$20.4K 0.01% 372
2021
Q4 		$61.4K Hold
1,570
– – 0.01% 433
2021
Q3 		$62.5K Hold
1,570
– – 0.01% 417
2021
Q2 		$62.9K Buy
1,570
+246
+19% +$9.52K 0.01% 416
2021
Q1 		$48.2K Sell
1,324
-147
-10% -$5.17K 0.01% 438
2020
Q4 		$47.1K Sell
1,471
-868
-37% -$26.4K 0.01% 421
2020
Q3 		$68.3K Buy
2,339
+452
+24% +$14.2K 0.01% 374
2020
Q2 		$57.4K Hold
1,887
– – 0.01% 393
2020
Q1 		$54.9K Hold
1,887
– – 0.01% 399
2019
Q4 		$75K Buy
+1,887
New +$70.5K 0.01% 405

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

Caldwell Trust's ENB Position: Q1 2026 in Review

Caldwell Trust held its Enbridge (ENB) position steady in Q1 2026 at 6,477 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #265.

Caldwell Trust first reported a position in ENB in Q4 2019 and has held it in 26 quarters since. 1,499 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

  • Caldwell Trust held 6,477 shares of Enbridge worth $351K as of Q1 2026.
  • Caldwell Trust left its Enbridge share count unchanged in Q1 2026.
  • Enbridge made up 0.03% of Caldwell Trust's portfolio in Q1 2026, its #265 holding.
  • Caldwell Trust first reported a position in Enbridge in Q4 2019 and has held it in 26 quarters since.
  • 1,499 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.