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Concurrent Investment Advisors’s Enbridge ENB Stock Holding History

Concurrent Investment Advisors’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 		$4.08M Buy
75,270
+9,128
+14% +$501K 0.03% 497
2026
Q1 		$3.58M Sell
66,142
-627
-0.9% -$31.9K 0.04% 435
2025
Q4 		$3.19M Buy
66,769
+16,291
+32% +$778K 0.04% 436
2025
Q3 		$2.55M Sell
50,478
-1,157
-2% -$54.4K 0.04% 396
2025
Q2 		$2.34M Buy
51,635
+2,532
+5% +$115K 0.05% 393
2025
Q1 		$2.18M Sell
49,103
-992
-2% -$43.2K 0.05% 349
2024
Q4 		$2.13M Buy
50,095
+841
+2% +$35.2K 0.06% 310
2024
Q3 		$2M Sell
49,254
-1,211
-2% -$46.6K 0.06% 313
2024
Q2 		$1.8M Buy
50,465
+26,272
+109% +$939K 0.06% 300
2024
Q1 		$875K Buy
24,193
+740
+3% +$26.3K 0.04% 400
2023
Q4 		$845K Buy
+23,453
New +$791K 0.04% 362

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

Concurrent Investment Advisors's ENB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Enbridge (ENB) stake by 14% in Q2 2026, buying an estimated $501K and bringing the position to 75,270 shares worth $4.08M. The position accounts for 0.03% of the portfolio, ranked #497.

Concurrent Investment Advisors first reported a position in ENB in Q4 2023 and has held it in 11 quarters since. 1,522 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Concurrent Investment Advisors held 75,270 shares of Enbridge worth $4.08M as of Q2 2026.
  • Concurrent Investment Advisors bought 9,128 Enbridge shares in Q2 2026, an estimated $501K.
  • Enbridge made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #497 holding.
  • Concurrent Investment Advisors first reported a position in Enbridge in Q4 2023 and has held it in 11 quarters since.
  • 1,522 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.