CWS
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Cypress Wealth Services’s Enbridge ENB Stock Holding History

Cypress Wealth Services’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 		$827K Sell
15,254
-152
-1% -$8.34K 0.1% 153
2026
Q1 		$834K Buy
15,406
+122
+0.8% +$6.21K 0.12% 139
2025
Q4 		$731K Buy
15,284
+1,204
+9% +$57.5K 0.1% 156
2025
Q3 		$710K Hold
14,080
– – 0.12% 132
2025
Q2 		$638K Sell
14,080
-1
-0% -$45 0.11% 139
2025
Q1 		$624K Sell
14,081
-135
-0.9% -$5.88K 0.13% 134
2024
Q4 		$603K Buy
14,216
+62
+0.4% +$2.6K 0.12% 129
2024
Q3 		$575K Buy
14,154
+153
+1% +$5.89K 0.12% 138
2024
Q2 		$498K Sell
14,001
-17
-0.1% -$607 0.11% 142
2024
Q1 		$507K Sell
14,018
-1,751
-11% -$62.1K 0.12% 142
2023
Q4 		$568K Buy
15,769
+485
+3% +$16.4K 0.14% 124
2023
Q3 		$513K Buy
15,284
+3,912
+34% +$139K 0.14% 133
2023
Q2 		$415K Sell
11,372
-12,194
-52% -$465K 0.11% 154
2023
Q1 		$899K Buy
23,566
+9,928
+73% +$389K 0.26% 77
2022
Q4 		$533K Buy
13,638
+40
+0.3% +$1.56K 0.17% 111
2022
Q3 		$504K Sell
13,598
-6,291
-32% -$265K 0.17% 112
2022
Q2 		$841K Buy
19,889
+2,780
+16% +$124K 0.27% 78
2022
Q1 		$789K Buy
17,109
+2,232
+15% +$95.6K 0.22% 81
2021
Q4 		$581K Buy
14,877
+1,210
+9% +$48.5K 0.16% 101
2021
Q3 		$544K Sell
13,667
-1,938
-12% -$76.4K 0.16% 99
2021
Q2 		$625K Buy
15,605
+1,080
+7% +$41.8K 0.17% 105
2021
Q1 		$529K Sell
14,525
-201
-1% -$7.07K 0.11% 148
2020
Q4 		$471K Buy
+14,726
New +$448K 0.11% 157
2020
Q3 		– Sell
-13,806
Closed -$434K – 318
2020
Q2 		$420K Buy
13,806
+1,790
+15% +$55K 0.1% 161
2020
Q1 		$350K Sell
12,016
-539
-4% -$20K 0.1% 163
2019
Q4 		$499K Buy
12,555
+232
+2% +$8.66K 0.13% 133
2019
Q3 		$432K Buy
12,323
+802
+7% +$27.7K 0.12% 142
2019
Q2 		$416K Sell
11,521
-1,072
-9% -$39K 0.12% 148
2019
Q1 		$457K Buy
12,593
+407
+3% +$14.7K 0.14% 128
2018
Q4 		$379K Buy
12,186
+872
+8% +$28K 0.15% 130
2018
Q3 		$365K Buy
11,314
+762
+7% +$26.6K 0.13% 146
2018
Q2 		$377K Sell
10,552
-2,436
-19% -$77.2K 0.14% 142
2018
Q1 		$409K Sell
12,988
-871
-6% -$30.5K 0.17% 115
2017
Q4 		$542K Buy
+13,859
New +$533K 0.23% 105

Other funds holding ENB

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Cypress Wealth Services's ENB Position: Q2 2026 in Review

Cypress Wealth Services reduced its Enbridge (ENB) stake by 0.99% in Q2 2026, selling an estimated $8.34K and leaving 15,254 shares worth $827K. The position accounts for 0.1% of the portfolio, ranked #153.

Cypress Wealth Services first reported a position in ENB in Q4 2017 and has held it in 34 quarters since. The position peaked at $899K in Q1 2023. 372 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Cypress Wealth Services held 15,254 shares of Enbridge worth $827K as of Q2 2026.
  • Cypress Wealth Services sold 152 Enbridge shares in Q2 2026, an estimated $8.34K.
  • Enbridge made up 0.1% of Cypress Wealth Services's portfolio in Q2 2026, its #153 holding.
  • Cypress Wealth Services first reported a position in Enbridge in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Enbridge position peaked at $899K in Q1 2023.
  • 372 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.