Carson Wealth (CWM LLC)’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.84M Buy
126,400
+73,575
+139% +$3.75M 0.02% 690
2025
Q4
$2.53M Buy
52,825
+1,995
+4% +$95.2K 0.01% 1056
2025
Q3
$2.56M Buy
50,830
+6,815
+15% +$321K 0.01% 991
2025
Q2
$2M Buy
44,015
+13,921
+46% +$631K 0.01% 955
2025
Q1
$1.33M Sell
30,094
-12,166
-29% -$529K 0.01% 1006
2024
Q4
$1.79M Buy
42,260
+2,556
+6% +$107K 0.01% 823
2024
Q3
$1.61M Sell
39,704
-9,156
-19% -$353K 0.01% 796
2024
Q2
$1.74M Buy
48,860
+5,118
+12% +$183K 0.01% 682
2024
Q1
$1.58M Buy
43,742
+8,956
+26% +$318K 0.01% 690
2023
Q4
$1.25M Buy
34,786
+3,712
+12% +$125K 0.01% 716
2023
Q3
$1.04M Sell
31,074
-7,789
-20% -$276K 0.01% 737
2023
Q2
$1.44M Sell
38,863
-2,204
-5% -$84K 0.01% 600
2023
Q1
$1.57M Buy
41,067
+10,138
+33% +$398K 0.01% 528
2022
Q4
$1.21M Sell
30,929
-718
-2% -$28.1K 0.01% 562
2022
Q3
$1.17M Buy
31,647
+13,878
+78% +$585K 0.01% 520
2022
Q2
$751K Sell
17,769
-124
-0.7% -$5.54K 0.01% 630
2022
Q1
$825K Sell
17,893
-3,795
-17% -$163K 0.01% 609
2021
Q4
$848K Buy
+21,688
New +$870K 0.01% 609
2021
Q2
$704K Hold
17,570
0.01% 621
2021
Q1
$704K Hold
17,570
0.01% 621
2020
Q4
$704K Hold
17,570
0.01% 621
2020
Q3
$704K Hold
17,570
0.01% 621
2020
Q2
$704K Hold
17,570
0.01% 621
2020
Q1
$704K Hold
17,570
0.01% 621
2019
Q4
$704K Hold
17,570
0.01% 621
2019
Q3
$704K Hold
17,570
0.01% 621
2019
Q2
$704K Hold
17,570
0.01% 621
2019
Q1
$704K Buy
17,570
+15,376
+701% +$554K 0.01% 621
2018
Q4
$68K Buy
2,194
+1,528
+229% +$49.1K ﹤0.01% 804
2018
Q3
$22K Buy
666
+484
+266% +$16.9K ﹤0.01% 926
2018
Q2
$6K Buy
+182
New +$5.76K ﹤0.01% 1142
2018
Q1
Sell
-98
Closed -$4K 1440
2017
Q4
$4K Sell
98
-528
-84% -$20.3K ﹤0.01% 1130
2017
Q3
$26K Sell
626
-6
-0.9% -$244 ﹤0.01% 656
2017
Q2
$25K Buy
632
+51
+9% +$2.05K ﹤0.01% 598
2017
Q1
$24K Buy
+581
New +$24.5K ﹤0.01% 569

Other funds holding ENB

Carson Wealth (CWM LLC)'s ENB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Enbridge (ENB) stake by 139% in Q1 2026, buying an estimated $3.75M and bringing the position to 126,400 shares worth $6.84M. The position accounts for 0.02% of the portfolio, ranked #690.

Carson Wealth (CWM LLC) first reported a position in ENB in Q1 2017 and has held it in 35 quarters since. 1,507 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 126,400 shares of Enbridge worth $6.84M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 73,575 Enbridge shares in Q1 2026, an estimated $3.75M.
  • Enbridge made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #690 holding.
  • Carson Wealth (CWM LLC) first reported a position in Enbridge in Q1 2017 and has held it in 35 quarters since.
  • 1,507 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.