Concord Wealth Partners
ENB icon

Concord Wealth Partners’s Enbridge ENB Stock Holding History

Concord Wealth Partners’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
Q3 		$36.5K Sell
785
-3
-0.4% -$155 ﹤0.01% 388
2026
Q2 		$42.7K Buy
+788
New +$43.2K ﹤0.01% 384
2026
Q1 		– Sell
-787
Closed -$37.6K – 359
2025
Q4 		$37.6K Sell
787
-661
-46% -$31.6K ﹤0.01% 363
2025
Q3 		$73.1K Hold
1,448
– – 0.01% 290
2025
Q2 		$65.6K Sell
1,448
-247
-15% -$11.2K 0.01% 310
2025
Q1 		$75.1K Sell
1,695
-148
-8% -$6.44K 0.01% 275
2024
Q4 		$78.2K Sell
1,843
-486
-21% -$20.3K 0.01% 277
2024
Q3 		$94.6K Buy
2,329
+1,384
+146% +$53.3K 0.02% 262
2024
Q2 		$33.6K Sell
945
-2,787
-75% -$100K 0.01% 358
2024
Q1 		$135K Buy
3,732
+1,573
+73% +$55.8K 0.02% 246
2023
Q4 		$77.8K Sell
2,159
-2,608
-55% -$87.9K 0.02% 306
2023
Q3 		$158K Sell
4,767
-71
-1% -$2.52K 0.03% 218
2023
Q2 		$180K Buy
4,838
+380
+9% +$14.5K 0.04% 204
2023
Q1 		$170K Sell
4,458
-3,156
-41% -$124K 0.05% 185
2022
Q4 		$298K Sell
7,614
-2,081
-21% -$81.4K 0.09% 123
2022
Q3 		$360K Buy
9,695
+198
+2% +$8.35K 0.11% 116
2022
Q2 		$401K Buy
9,497
+269
+3% +$12K 0.11% 118
2022
Q1 		$425K Buy
9,228
+25
+0.3% +$1.07K 0.11% 115
2021
Q4 		$360K Buy
9,203
+1,118
+14% +$44.8K 0.09% 122
2021
Q3 		$322K Sell
8,085
-749
-8% -$29.5K 0.13% 52
2021
Q2 		$354K Sell
8,834
-1,984
-18% -$76.8K 0.1% 91
2021
Q1 		$394K Sell
10,818
-254
-2% -$8.93K 0.13% 79
2020
Q4 		$354K Buy
+11,072
New +$337K 0.27% 46

Other funds holding ENB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Concord Wealth Partners's ENB Position: Q3 2026 in Review

Concord Wealth Partners reduced its Enbridge (ENB) stake by 0.38% in Q3 2026, selling an estimated $155 and leaving 785 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Concord Wealth Partners first reported a position in ENB in Q4 2020 and has held it in 23 quarters since. The position peaked at $425K in Q1 2022. 821 funds tracked by Wall St. Rank hold ENB as of Q3 2026.

  • Concord Wealth Partners held 785 shares of Enbridge worth $36.5K as of Q3 2026.
  • Concord Wealth Partners sold 3 Enbridge shares in Q3 2026, an estimated $155.
  • Enbridge made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #388 holding.
  • Concord Wealth Partners first reported a position in Enbridge in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Enbridge position peaked at $425K in Q1 2022.
  • 821 funds tracked by Wall St. Rank held Enbridge as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.