CarsonAllaria Wealth Management’s Enbridge ENB Stock Holding History

CarsonAllaria Wealth Management’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	$497K	Sell	9,186 -79	-0.9%	-$4.02K	0.25%	39
2025 Q4	$443K	Sell	9,265 -365	-4%	-$17.4K	0.22%	39
2025 Q3	$486K	Sell	9,630 -111	-1%	-$5.22K	0.25%	38
2025 Q2	$441K	Sell	9,741 -75	-0.8%	-$3.4K	0.24%	40
2025 Q1	$435K	Buy	9,816 +16	+0.2%	+$696	0.25%	40
2024 Q4	$416K	Sell	9,800 -889	-8%	-$37.2K	0.24%	39
2024 Q3	$434K	Buy	10,689 +103	+1%	+$3.97K	0.25%	39
2024 Q2	$377K	Sell	10,586 -688	-6%	-$24.6K	0.23%	40
2024 Q1	$408K	Sell	11,274 -1,659	-13%	-$58.9K	0.26%	40
2023 Q4	$466K	Sell	12,933 -851	-6%	-$28.7K	0.33%	34
2023 Q3	$462K	Buy	13,784 +164	+1%	+$5.82K	0.38%	31
2023 Q2	$506K	Buy	13,620 +33	+0.2%	+$1.26K	0.4%	32
2023 Q1	$518K	Buy	13,587 +54	+0.4%	+$2.12K	0.44%	33
2022 Q4	$529K	Buy	13,533 +32	+0.2%	+$1.25K	0.46%	32
2022 Q3	$501K	Sell	13,501 -27	-0.2%	-$1.14K	0.47%	29
2022 Q2	$572K	Sell	13,528 -152	-1%	-$6.79K	0.53%	26
2022 Q1	$631K	Sell	13,680 -9	-0.1%	-$385	0.56%	27
2021 Q4	$535K	Buy	+13,689	New	+$549K	0.47%	32

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CarsonAllaria Wealth Management's ENB Position: Q1 2026 in Review

CarsonAllaria Wealth Management reduced its Enbridge (ENB) stake by 0.85% in Q1 2026, selling an estimated $4.02K and leaving 9,186 shares worth $497K. The position accounts for 0.25% of the portfolio, ranked #39.

CarsonAllaria Wealth Management first reported a position in ENB in Q4 2021 and has held it in 18 quarters since. The position peaked at $631K in Q1 2022. 1,497 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

CarsonAllaria Wealth Management held 9,186 shares of Enbridge worth $497K as of Q1 2026.
CarsonAllaria Wealth Management sold 79 Enbridge shares in Q1 2026, an estimated $4.02K.
Enbridge made up 0.25% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #39 holding.
CarsonAllaria Wealth Management first reported a position in Enbridge in Q4 2021 and has held it in 18 quarters since.
CarsonAllaria Wealth Management's Enbridge position peaked at $631K in Q1 2022.
1,497 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.