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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
2020
Q4 		– Sell
-13,581
Closed -$397K – 340
2020
Q3 		$397K Buy
+13,581
New +$427K 0.1% 157

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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. 379 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.
  • 379 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.