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Forvis Mazars Wealth Advisors’s Enbridge ENB Stock Holding History

Forvis Mazars 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
Q1 		$532K Buy
9,835
+406
+4% +$20.7K 0.01% 277
2025
Q4 		$451K Buy
9,429
+581
+7% +$27.7K 0.01% 302
2025
Q3 		$446K Sell
8,848
-1,502
-15% -$70.7K 0.01% 303
2025
Q2 		$469K Buy
10,350
+418
+4% +$19K 0.01% 293
2025
Q1 		$440K Buy
9,932
+1,066
+12% +$46.4K 0.01% 300
2024
Q4 		$376K Sell
8,866
-305
-3% -$12.8K 0.01% 347
2024
Q3 		$372K Buy
9,171
+1,180
+15% +$45.5K 0.01% 348
2024
Q2 		$284K Sell
7,991
-98
-1% -$3.5K 0.01% 357
2024
Q1 		$293K Sell
8,089
-2,046
-20% -$72.6K 0.01% 351
2023
Q4 		$365K Sell
10,135
-3,458
-25% -$117K 0.01% 318
2023
Q3 		$456K Buy
13,593
+3,159
+30% +$112K 0.01% 285
2023
Q2 		$388K Sell
10,434
-379
-4% -$14.4K 0.01% 320
2023
Q1 		$413K Sell
10,813
-1,155
-10% -$45.3K 0.01% 287
2022
Q4 		$468K Buy
11,968
+737
+7% +$28.8K 0.02% 271
2022
Q3 		$416K Hold
11,231
– – 0.02% 277
2022
Q2 		$474K Buy
+11,231
New +$501K 0.02% 260
2018
Q1 		– Sell
-6,338
Closed -$248K – 242
2017
Q4 		$248K Sell
6,338
-4,989
-44% -$192K 0.02% 217
2017
Q3 		$474K Sell
11,327
-16,729
-60% -$680K 0.05% 141
2017
Q2 		$1.12M Sell
28,056
-23,677
-46% -$953K 0.13% 88
2017
Q1 		$2.17M Buy
+51,733
New +$2.19M 0.26% 52

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GQG Partners
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ENB Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Enbridge (ENB) stake by 4.3% in Q1 2026, buying an estimated $20.7K and bringing the position to 9,835 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #277.

Forvis Mazars Wealth Advisors first reported a position in ENB in Q1 2017 and has held it in 20 quarters since. The position peaked at $2.17M in Q1 2017. 1,499 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 9,835 shares of Enbridge worth $532K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 406 Enbridge shares in Q1 2026, an estimated $20.7K.
  • Enbridge made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #277 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Enbridge in Q1 2017 and has held it in 20 quarters since.
  • Forvis Mazars Wealth Advisors's Enbridge position peaked at $2.17M in Q1 2017.
  • 1,499 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.