Concord Wealth Partners’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
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% -$99.6K 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

Concord Wealth Partners's ENB Position: Q1 2026 in Review

Concord Wealth Partners sold out of Enbridge (ENB) in Q1 2026, closing a stake of 787 shares — an estimated $37.6K sold.

Concord Wealth Partners first reported a position in ENB in Q4 2020 and held it in 21 quarters. The position peaked at $425K in Q1 2022. 1,496 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

  • Concord Wealth Partners reported no remaining Enbridge position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 787 Enbridge shares in Q1 2026, an estimated $37.6K.
  • Concord Wealth Partners first reported a position in Enbridge in Q4 2020 and held it in 21 quarters.
  • Concord Wealth Partners's Enbridge position peaked at $425K in Q1 2022.
  • 1,496 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.