EWA
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EverSource Wealth Advisors’s Enbridge ENB Stock Holding History

EverSource Wealth Advisors’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 		$665K Sell
12,267
-4,105
-25% -$225K 0.02% 463
2026
Q1 		$886K Buy
16,372
+2,536
+18% +$129K 0.03% 421
2025
Q4 		$662K Buy
13,836
+564
+4% +$26.9K 0.02% 448
2025
Q3 		$670K Buy
13,272
+611
+5% +$28.8K 0.03% 410
2025
Q2 		$574K Buy
12,661
+1,851
+17% +$83.9K 0.03% 404
2025
Q1 		$479K Buy
10,810
+628
+6% +$27.3K 0.03% 391
2024
Q4 		$432K Buy
10,182
+72
+0.7% +$3.01K 0.02% 404
2024
Q3 		$411K Buy
10,110
+557
+6% +$21.5K 0.03% 377
2024
Q2 		$357K Buy
9,553
+484
+5% +$17.3K 0.02% 389
2024
Q1 		$322K Buy
9,069
+1,572
+21% +$55.8K 0.03% 359
2023
Q4 		$270K Buy
7,497
+704
+10% +$23.7K 0.02% 366
2023
Q3 		$227K Sell
6,793
-157
-2% -$5.57K 0.02% 370
2023
Q2 		$258K Buy
6,950
+1,728
+33% +$65.9K 0.03% 344
2023
Q1 		$199K Hold
5,222
– – 0.02% 371
2022
Q4 		$204K Buy
5,222
+8
+0.2% +$313 0.03% 350
2022
Q3 		$193K Sell
5,214
-755
-13% -$31.8K 0.04% 303
2022
Q2 		$252K Sell
5,969
-47
-0.8% -$2.1K 0.07% 236
2022
Q1 		$278K Buy
6,016
+565
+10% +$24.2K 0.07% 216
2021
Q4 		$213K Buy
+5,451
New +$219K 0.06% 217

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

EverSource Wealth Advisors's ENB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Enbridge (ENB) stake by 25% in Q2 2026, selling an estimated $225K and leaving 12,267 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #463.

EverSource Wealth Advisors first reported a position in ENB in Q4 2021 and has held it in 19 quarters since. The position peaked at $886K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • EverSource Wealth Advisors held 12,267 shares of Enbridge worth $665K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,105 Enbridge shares in Q2 2026, an estimated $225K.
  • Enbridge made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #463 holding.
  • EverSource Wealth Advisors first reported a position in Enbridge in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Enbridge position peaked at $886K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.