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Heartwood Wealth Advisors’s Enbridge ENB Stock Holding History

Heartwood 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 		– Sell
-3,782
Closed -$204K – 229
2026
Q1 		$204K Buy
+3,782
New +$193K 0.02% 223
2025
Q4 		– Sell
-3,782
Closed -$191K – 330
2025
Q3 		$191K Buy
+3,782
New +$178K 0.02% 199

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

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

Heartwood Wealth Advisors sold out of Enbridge (ENB) in Q2 2026, closing a stake of 3,782 shares — an estimated $204K sold.

Heartwood Wealth Advisors first reported a position in ENB in Q3 2025 and held it in 2 quarters. The position peaked at $204K in Q1 2026. 1,516 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Heartwood Wealth Advisors reported no remaining Enbridge position as of Q2 2026 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 3,782 Enbridge shares in Q2 2026, an estimated $204K.
  • Heartwood Wealth Advisors first reported a position in Enbridge in Q3 2025 and held it in 2 quarters.
  • Heartwood Wealth Advisors's Enbridge position peaked at $204K in Q1 2026.
  • 1,516 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.