Evercore Wealth Management’s Enbridge ENB Stock Holding History

Evercore Wealth Management’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	$1.24M	Buy	22,834 +20	+0.1%	+$1.1K	0.02%	210
2026 Q1	$1.24M	Sell	22,814 -990	-4%	-$50.4K	0.02%	203
2025 Q4	$1.14M	Sell	23,804 -15	-0.1%	-$716	0.02%	206
2025 Q3	$1.2M	Sell	23,819 -270	-1%	-$12.7K	0.02%	201
2025 Q2	$1.09M	Sell	24,089 -490	-2%	-$22.2K	0.02%	208
2025 Q1	$1.09M	Sell	24,579 -249	-1%	-$10.8K	0.02%	212
2024 Q4	$1.05M	Hold	24,828	–	–	0.02%	213
2024 Q3	$1.01M	Sell	24,828 -202	-0.8%	-$7.78K	0.02%	219
2024 Q2	$891K	Sell	25,030 -290	-1%	-$10.4K	0.01%	223
2024 Q1	$916K	Sell	25,320 -125	-0.5%	-$4.43K	0.01%	223
2023 Q4	$917K	Sell	25,445 -130	-0.5%	-$4.38K	0.02%	223
2023 Q3	$849K	Sell	25,575 -2,625	-9%	-$93.2K	0.02%	225
2023 Q2	$1.05M	Buy	28,200 +1,021	+4%	+$38.9K	0.02%	216
2023 Q1	$1.04M	Buy	27,179 +1,939	+8%	+$76.1K	0.02%	210
2022 Q4	$987K	Sell	25,240 -75	-0.3%	-$2.93K	0.02%	211
2022 Q3	$939K	Hold	25,315	–	–	0.02%	206
2022 Q2	$1.07M	Hold	25,315	–	–	0.02%	203
2022 Q1	$1.17M	Hold	25,315	–	–	0.02%	208
2021 Q4	$990K	Hold	25,315	–	–	0.02%	224
2021 Q3	$1.01M	Sell	25,315 -5	-0%	-$197	0.02%	220
2021 Q2	$1.01M	Sell	25,320 -3,426	-12%	-$133K	0.02%	223
2021 Q1	$1.05M	Sell	28,746 -247	-0.9%	-$8.68K	0.02%	219
2020 Q4	$928K	Buy	28,993 +448	+2%	+$13.6K	0.02%	224
2020 Q3	$834K	Sell	28,545 -1,293	-4%	-$40.7K	0.02%	215
2020 Q2	$907K	Sell	29,838 -3,658	-11%	-$112K	0.02%	199
2020 Q1	$975K	Sell	33,496 -1,350	-4%	-$50K	0.03%	182
2019 Q4	$1.39M	Sell	34,846 -4,056	-10%	-$151K	0.04%	184
2019 Q3	$1.36M	Buy	38,902 +14,008	+56%	+$484K	0.04%	174
2019 Q2	$899K	Buy	24,894 +3,344	+16%	+$122K	0.03%	219
2019 Q1	$781K	Sell	21,550 -9,004	-29%	-$324K	0.03%	226
2018 Q4	$949K	Buy	30,554 +1,787	+6%	+$57.5K	0.04%	181
2018 Q3	$929K	Buy	28,767 +2,024	+8%	+$70.7K	0.03%	208
2018 Q2	$954K	Buy	+26,743	New	+$847K	0.03%	206
2018 Q1	–	Sell	-6,351	Closed	-$249K	–	470
2017 Q4	$249K	Sell	6,351 -42	-0.7%	-$1.62K	0.01%	330
2017 Q3	$268K	Sell	6,393 -1,770	-22%	-$72K	0.01%	330
2017 Q2	$325K	Sell	8,163 -149	-2%	-$6K	0.01%	314
2017 Q1	$348K	Buy	8,312 +8,121	+4,252%	+$343K	0.01%	303
2016 Q4	$8K	Buy	191 +149	+355%	+$6.36K	﹤0.01%	844
2016 Q3	$2K	Hold	42	–	–	﹤0.01%	989
2016 Q2	$2K	Buy	+42	New	+$1.71K	﹤0.01%	989
2015 Q3	–	Sell	-445	Closed	-$21K	–	974
2015 Q2	$21K	Buy	+445	New	+$22.1K	﹤0.01%	786
2014 Q4	–	Sell	-300	Closed	-$14K	–	891
2014 Q3	$14K	Hold	300	–	–	﹤0.01%	782
2014 Q2	$14K	Sell	300 -500	-63%	-$23.7K	﹤0.01%	791
2014 Q1	$37K	Buy	+800	New	+$34.5K	﹤0.01%	642

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Evercore Wealth Management's ENB Position: Q2 2026 in Review

Evercore Wealth Management increased its Enbridge (ENB) stake by 0.09% in Q2 2026, buying an estimated $1.1K and bringing the position to 22,834 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #210.

Evercore Wealth Management first reported a position in ENB in Q1 2014 and has held it in 44 quarters since. The position peaked at $1.39M in Q4 2019. 1,516 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

Evercore Wealth Management held 22,834 shares of Enbridge worth $1.24M as of Q2 2026.
Evercore Wealth Management bought 20 Enbridge shares in Q2 2026, an estimated $1.1K.
Enbridge made up 0.02% of Evercore Wealth Management's portfolio in Q2 2026, its #210 holding.
Evercore Wealth Management first reported a position in Enbridge in Q1 2014 and has held it in 44 quarters since.
Evercore Wealth Management's Enbridge position peaked at $1.39M in Q4 2019.
1,516 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.