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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
Q2 		$357K Buy
6,577
+100
+2% +$5.48K 0.03% 266
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 $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Caldwell Trust's ENB Position: Q2 2026 in Review

Caldwell Trust increased its Enbridge (ENB) stake by 1.5% in Q2 2026, buying an estimated $5.48K and bringing the position to 6,577 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #266.

Caldwell Trust first reported a position in ENB in Q4 2019 and has held it in 27 quarters since. 1,523 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Caldwell Trust held 6,577 shares of Enbridge worth $357K as of Q2 2026.
  • Caldwell Trust bought 100 Enbridge shares in Q2 2026, an estimated $5.48K.
  • Enbridge made up 0.03% of Caldwell Trust's portfolio in Q2 2026, its #266 holding.
  • Caldwell Trust first reported a position in Enbridge in Q4 2019 and has held it in 27 quarters since.
  • 1,523 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.