GIM
ENB icon

Goelzer Investment Management’s Enbridge ENB Stock Holding History

Goelzer Investment 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 		$8.78M Sell
161,878
-7,230
-4% -$397K 0.38% 47
2026
Q1 		$9.16M Sell
169,108
-38,153
-18% -$1.94M 0.44% 44
2025
Q4 		$9.91M Buy
207,261
+1,168
+0.6% +$55.8K 0.46% 39
2025
Q3 		$10.4M Sell
206,093
-3,903
-2% -$184K 0.55% 33
2025
Q2 		$9.52M Buy
209,996
+1,013
+0.5% +$45.9K 0.52% 34
2025
Q1 		$9.26M Sell
208,983
-1,883
-0.9% -$81.9K 0.54% 37
2024
Q4 		$8.95M Sell
210,866
-5,941
-3% -$249K 0.52% 35
2024
Q3 		$8.8M Sell
216,807
-2,533
-1% -$97.6K 0.48% 40
2024
Q2 		$7.81M Sell
219,340
-4,759
-2% -$170K 0.44% 45
2024
Q1 		$8.11M Sell
224,099
-4,240
-2% -$150K 0.46% 43
2023
Q4 		$8.22M Sell
228,339
-2,511
-1% -$84.7K 0.53% 40
2023
Q3 		$7.66M Sell
230,850
-6,996
-3% -$248K 0.54% 38
2023
Q2 		$8.84M Sell
237,846
-4,564
-2% -$174K 0.75% 38
2023
Q1 		$9.25M Buy
242,410
+21,812
+10% +$856K 0.8% 29
2022
Q4 		$8.63M Buy
220,598
+1,934
+0.9% +$75.6K 0.74% 35
2022
Q3 		$8.11M Buy
218,664
+7,349
+3% +$310K 0.81% 32
2022
Q2 		$8.93M Sell
211,315
-41,599
-16% -$1.86M 0.86% 28
2022
Q1 		$11.7M Sell
252,914
-8,981
-3% -$385K 1.01% 20
2021
Q4 		$10.2M Sell
261,895
-2,533
-1% -$102K 0.83% 27
2021
Q3 		$10.5M Sell
264,428
-15,039
-5% -$593K 0.92% 20
2021
Q2 		$11.2M Buy
279,467
+5,260
+2% +$204K 0.93% 16
2021
Q1 		$9.98M Buy
274,207
+51,302
+23% +$1.8M 0.88% 27
2020
Q4 		$7.13M Sell
222,905
-5,311
-2% -$162K 0.66% 47
2020
Q3 		$6.66M Sell
228,216
-3,695
-2% -$116K 0.62% 44
2020
Q2 		$7.05M Sell
231,911
-1,310
-0.6% -$40.2K 0.68% 35
2020
Q1 		$6.78M Sell
233,221
-20,808
-8% -$771K 0.77% 33
2019
Q4 		$10.1M Buy
254,029
+7,917
+3% +$296K 0.87% 26
2019
Q3 		$8.63M Sell
246,112
-114,394
-32% -$3.96M 0.79% 33
2019
Q2 		$13M Buy
360,506
+2,398
+0.7% +$87.3K 1.2% 17
2019
Q1 		$13M Buy
358,108
+5,246
+1% +$189K 1.23% 16
2018
Q4 		$11M Buy
352,862
+64,635
+22% +$2.08M 1.4% 10
2018
Q3 		$9.31M Buy
288,227
+1,315
+0.5% +$45.9K 1.04% 20
2018
Q2 		$10.2M Buy
286,912
+8,868
+3% +$281K 1.19% 13
2018
Q1 		$8.75M Buy
278,044
+114,018
+70% +$3.99M 1.05% 18
2017
Q4 		$6.42M Buy
164,026
+627
+0.4% +$24.1K 0.72% 42
2017
Q3 		$6.84M Buy
163,399
+304
+0.2% +$12.4K 0.81% 37
2017
Q2 		$6.49M Buy
163,095
+53,105
+48% +$2.14M 0.8% 36
2017
Q1 		$4.6M Buy
+109,990
New +$4.65M 0.57% 69

Other funds holding ENB

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Goelzer Investment Management's ENB Position: Q2 2026 in Review

Goelzer Investment Management reduced its Enbridge (ENB) stake by 4.3% in Q2 2026, selling an estimated $397K and leaving 161,878 shares worth $8.78M. The position accounts for 0.38% of the portfolio, ranked #47.

Goelzer Investment Management first reported a position in ENB in Q1 2017 and has held it in 38 quarters since. The position peaked at $13M in Q2 2019. 475 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Goelzer Investment Management held 161,878 shares of Enbridge worth $8.78M as of Q2 2026.
  • Goelzer Investment Management sold 7,230 Enbridge shares in Q2 2026, an estimated $397K.
  • Enbridge made up 0.38% of Goelzer Investment Management's portfolio in Q2 2026, its #47 holding.
  • Goelzer Investment Management first reported a position in Enbridge in Q1 2017 and has held it in 38 quarters since.
  • Goelzer Investment Management's Enbridge position peaked at $13M in Q2 2019.
  • 475 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.