Essential Planning’s Enbridge ENB Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-25,545	Closed	-$1.07M	–	142
2024 Q4	$1.07M	Buy	+25,545	New	+$1.07M	0.01%	225

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Essential Planning's ENB Position: Q1 2025 in Review

Essential Planning sold out of Enbridge (ENB) in Q1 2025, closing a stake of 25,545 shares — an estimated $1.07M sold.

Essential Planning first reported a position in ENB in Q4 2024 and held it in 1 quarter. The position peaked at $1.07M in Q4 2024. 1,373 funds tracked by Wall St. Rank hold ENB as of Q1 2025.

Essential Planning reported no remaining Enbridge position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 25,545 Enbridge shares in Q1 2025, an estimated $1.07M.
Essential Planning first reported a position in Enbridge in Q4 2024 and held it in 1 quarter.
Essential Planning's Enbridge position peaked at $1.07M in Q4 2024.
1,373 funds tracked by Wall St. Rank held Enbridge as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.