Gratus Wealth Advisors’s Enbridge ENB Stock Holding History

Gratus 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	$238K	Sell	4,391 -52	-1%	-$2.85K	0.03%	126
2026 Q1	$241K	Hold	4,443	–	–	0.03%	130
2025 Q4	$213K	Hold	4,443	–	–	0.03%	125
2025 Q3	$224K	Hold	4,443	–	–	0.03%	126
2025 Q2	$201K	Buy	+4,443	New	+$201K	0.03%	129
2024 Q2	–	Sell	-8,288	Closed	-$281K	–	135
2024 Q1	$281K	Sell	8,288 -2,883	-26%	-$102K	0.05%	112
2023 Q4	$402K	Buy	+11,171	New	+$377K	0.08%	98

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

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

Gratus Wealth Advisors reduced its Enbridge (ENB) stake by 1.2% in Q2 2026, selling an estimated $2.85K and leaving 4,391 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #126.

Gratus Wealth Advisors first reported a position in ENB in Q4 2023 and has held it in 7 quarters since. The position peaked at $402K in Q4 2023. 1,516 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

Gratus Wealth Advisors held 4,391 shares of Enbridge worth $238K as of Q2 2026.
Gratus Wealth Advisors sold 52 Enbridge shares in Q2 2026, an estimated $2.85K.
Enbridge made up 0.03% of Gratus Wealth Advisors's portfolio in Q2 2026, its #126 holding.
Gratus Wealth Advisors first reported a position in Enbridge in Q4 2023 and has held it in 7 quarters since.
Gratus Wealth Advisors's Enbridge position peaked at $402K in Q4 2023.
1,516 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.