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Essex Financial Services’s Enbridge ENB Stock Holding History

Essex Financial 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 		$867K Sell
15,989
-2,464
-13% -$135K 0.04% 354
2026
Q1 		$999K Sell
18,453
-1,087
-6% -$55.4K 0.06% 291
2025
Q4 		$935K Sell
19,540
-1,394
-7% -$66.6K 0.05% 301
2025
Q3 		$1.06M Buy
20,934
+1,663
+9% +$78.3K 0.06% 252
2025
Q2 		$873K Buy
19,271
+269
+1% +$12.2K 0.06% 288
2025
Q1 		$842K Buy
19,002
+14,066
+285% +$612K 0.06% 266
2024
Q4 		$209K Sell
4,936
-1,361
-22% -$57K 0.01% 598
2024
Q3 		$261K Buy
6,297
+2
+0% +$77 0.02% 526
2024
Q2 		$244K Buy
+6,295
New +$225K 0.02% 532
2023
Q4 		– Sell
-6,068
Closed -$201K – 512
2023
Q3 		$201K Buy
+6,068
New +$215K 0.02% 448
2022
Q4 		– Sell
-6,968
Closed -$259K – 483
2022
Q3 		$259K Buy
6,968
+833
+14% +$35.1K 0.03% 368
2022
Q2 		$259K Sell
6,135
-1,046
-15% -$46.7K 0.03% 394
2022
Q1 		$331K Sell
7,181
-82
-1% -$3.51K 0.03% 350
2021
Q4 		$284K Buy
+7,263
New +$291K 0.03% 376
2021
Q3 		– Sell
-12,803
Closed -$513K – 467
2021
Q2 		$513K Buy
+12,803
New +$495K 0.07% 232

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

Essex Financial Services's ENB Position: Q2 2026 in Review

Essex Financial Services reduced its Enbridge (ENB) stake by 13% in Q2 2026, selling an estimated $135K and leaving 15,989 shares worth $867K. The position accounts for 0.04% of the portfolio, ranked #354.

Essex Financial Services first reported a position in ENB in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.06M in Q3 2025. 1,522 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Essex Financial Services held 15,989 shares of Enbridge worth $867K as of Q2 2026.
  • Essex Financial Services sold 2,464 Enbridge shares in Q2 2026, an estimated $135K.
  • Enbridge made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #354 holding.
  • Essex Financial Services first reported a position in Enbridge in Q2 2021 and has held it in 15 quarters since.
  • Essex Financial Services's Enbridge position peaked at $1.06M in Q3 2025.
  • 1,522 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.