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Forum Financial Management’s Enbridge ENB Stock Holding History

Forum Financial 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 		$244K Buy
4,496
+7
+0.2% +$384 ﹤0.01% 299
2026
Q1 		$243K Buy
+4,489
New +$229K ﹤0.01% 284
2023
Q3 		– Sell
-6,505
Closed -$242K – 652
2023
Q2 		$242K Buy
+6,505
New +$248K 0.01% 523

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

Forum Financial Management's ENB Position: Q2 2026 in Review

Forum Financial Management increased its Enbridge (ENB) stake by 0.16% in Q2 2026, buying an estimated $384 and bringing the position to 4,496 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Forum Financial Management first reported a position in ENB in Q2 2023 and has held it in 3 quarters since. 1,517 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Forum Financial Management held 4,496 shares of Enbridge worth $244K as of Q2 2026.
  • Forum Financial Management bought 7 Enbridge shares in Q2 2026, an estimated $384.
  • Enbridge made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #299 holding.
  • Forum Financial Management first reported a position in Enbridge in Q2 2023 and has held it in 3 quarters since.
  • 1,517 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.