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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Essex Financial Services's ENB Position: Q1 2026 in Review

Essex Financial Services reduced its Enbridge (ENB) stake by 5.6% in Q1 2026, selling an estimated $55.4K and leaving 18,453 shares worth $999K. The position accounts for 0.06% of the portfolio, ranked #291.

Essex Financial Services first reported a position in ENB in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.06M in Q3 2025. 1,499 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

Essex Financial Services held 18,453 shares of Enbridge worth $999K as of Q1 2026.
Essex Financial Services sold 1,087 Enbridge shares in Q1 2026, an estimated $55.4K.
Enbridge made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #291 holding.
Essex Financial Services first reported a position in Enbridge in Q2 2021 and has held it in 14 quarters since.
Essex Financial Services's Enbridge position peaked at $1.06M in Q3 2025.
1,499 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.