Groesbeck Investment Management’s Enbridge ENB Stock Holding History

Groesbeck 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
2025 Q2	–	Sell	-12,199	Closed	-$541K	–	70
2025 Q1	$541K	Hold	12,199	–	–	0.76%	45
2024 Q4	$518K	Buy	+12,199	New	+$511K	0.67%	49
2024 Q2	–	Sell	-12,199	Closed	-$441K	–	80
2024 Q1	$441K	Buy	+12,199	New	+$433K	0.47%	67
2023 Q4	–	Sell	-6,229	Closed	-$207K	–	78
2023 Q3	$207K	Hold	6,229	–	–	0.31%	81
2023 Q2	$231K	Sell	6,229 -1,696	-21%	-$64.7K	0.35%	74
2023 Q1	$302K	Hold	7,925	–	–	0.45%	67
2022 Q4	$310K	Sell	7,925 -486	-6%	-$19K	0.52%	62
2022 Q3	$356K	Hold	8,411	–	–	0.59%	60
2022 Q2	$356K	Sell	8,411 -12,199	-59%	-$545K	0.59%	60
2022 Q1	$950K	Buy	20,610 +12,199	+145%	+$522K	1.06%	27
2021 Q4	$329K	Sell	8,411 -14,486	-63%	-$581K	0.42%	70
2021 Q3	$911K	Buy	22,897 +11,785	+106%	+$465K	1.05%	28
2021 Q2	$445K	Hold	11,112	–	–	0.57%	66
2021 Q1	$405K	Sell	11,112 -12,000	-52%	-$422K	0.58%	61
2020 Q4	$739K	Buy	23,112 +6,136	+36%	+$187K	1.21%	26
2020 Q3	$496K	Sell	16,976 -3,482	-17%	-$110K	0.93%	42
2020 Q2	$622K	Buy	20,458 +2,997	+17%	+$92.1K	1.23%	29
2020 Q1	$508K	Sell	17,461 -6,739	-28%	-$250K	1.36%	26
2019 Q4	$962K	Hold	24,200	–	–	0.71%	44
2019 Q3	$849K	Buy	24,200 +12,933	+115%	+$447K	0.64%	49
2019 Q2	$407K	Sell	11,267 -13,857	-55%	-$505K	0.33%	77
2019 Q1	$911K	Buy	25,124 +8,714	+53%	+$314K	0.69%	40
2018 Q4	$510K	Buy	+16,410	New	+$528K	0.43%	58

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Groesbeck Investment Management's ENB Position: Q2 2025 in Review

Groesbeck Investment Management sold out of Enbridge (ENB) in Q2 2025, closing a stake of 12,199 shares — an estimated $541K sold.

Groesbeck Investment Management first reported a position in ENB in Q4 2018 and held it in 23 quarters. The position peaked at $962K in Q4 2019. 1,385 funds tracked by Wall St. Rank hold ENB as of Q2 2025.

Groesbeck Investment Management reported no remaining Enbridge position as of Q2 2025 after selling out during the quarter.
Groesbeck Investment Management sold 12,199 Enbridge shares in Q2 2025, an estimated $541K.
Groesbeck Investment Management first reported a position in Enbridge in Q4 2018 and held it in 23 quarters.
Groesbeck Investment Management's Enbridge position peaked at $962K in Q4 2019.
1,385 funds tracked by Wall St. Rank held Enbridge as of Q2 2025.

Based on Groesbeck Investment Management's 13F filing for Q2 2025, filed 23 Oct 2025.