Heritage Wealth Advisors’s Enbridge ENB Stock Holding History

Heritage 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	$271K	Hold	5,011	–	–	0.01%	181
2025 Q4	$240K	Hold	5,011	–	–	0.01%	206
2025 Q3	$253K	Hold	5,011	–	–	0.01%	186
2025 Q2	$227K	Hold	5,011	–	–	0.01%	194
2025 Q1	$222K	Hold	5,011	–	–	0.01%	188
2024 Q4	$213K	Hold	5,011	–	–	0.01%	197
2024 Q3	$203K	Hold	5,011	–	–	0.01%	210
2024 Q2	$178K	Sell	5,011 -492	-9%	-$17.6K	0.01%	211
2024 Q1	$199K	Hold	5,503	–	–	0.01%	210
2023 Q4	$198K	Sell	5,503 -344	-6%	-$11.6K	0.01%	213
2023 Q3	$194K	Hold	5,847	–	–	0.01%	205
2023 Q2	$217K	Hold	5,847	–	–	0.01%	199
2023 Q1	$223K	Sell	5,847 -344	-6%	-$13.5K	0.01%	191
2022 Q4	$242K	Hold	6,191	–	–	0.01%	191
2022 Q3	$230K	Hold	6,191	–	–	0.02%	188
2022 Q2	$262K	Hold	6,191	–	–	0.02%	172
2022 Q1	$285K	Hold	6,191	–	–	0.02%	162
2021 Q4	$242K	Hold	6,191	–	–	0.01%	192
2021 Q3	$246K	Hold	6,191	–	–	0.02%	181
2021 Q2	$248K	Hold	6,191	–	–	0.02%	186
2021 Q1	$225K	Sell	6,191 -334	-5%	-$11.7K	0.01%	194
2020 Q4	$209K	Hold	6,525	–	–	0.01%	191
2020 Q3	$191K	Buy	6,525 +334	+5%	+$10.5K	0.02%	153
2020 Q2	$188K	Hold	6,191	–	–	0.03%	146
2020 Q1	$180K	Sell	6,191 -3	-0%	-$111	0.03%	140
2019 Q4	$246K	Buy	6,194 +691	+13%	+$25.8K	0.03%	146
2019 Q3	$193K	Sell	5,503 -599	-10%	-$20.7K	0.03%	158
2019 Q2	$220K	Hold	6,102	–	–	0.03%	136
2019 Q1	$221K	Buy	6,102 +599	+11%	+$21.6K	0.04%	123
2018 Q4	$171K	Hold	5,503	–	–	0.03%	129
2018 Q3	$177K	Sell	5,503 -84	-2%	-$2.93K	0.03%	127
2018 Q2	$200K	Buy	+5,587	New	+$177K	0.07%	115

Other funds holding ENB

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

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 Toronto, Ontario, Canada $269B AUM 31.4% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Heritage Wealth Advisors's ENB Position: Q1 2026 in Review

Heritage Wealth Advisors held its Enbridge (ENB) position steady in Q1 2026 at 5,011 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #181.

Heritage Wealth Advisors first reported a position in ENB in Q2 2018 and has held it in 32 quarters since. The position peaked at $285K in Q1 2022. 1,498 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

Heritage Wealth Advisors held 5,011 shares of Enbridge worth $271K as of Q1 2026.
Heritage Wealth Advisors left its Enbridge share count unchanged in Q1 2026.
Enbridge made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #181 holding.
Heritage Wealth Advisors first reported a position in Enbridge in Q2 2018 and has held it in 32 quarters since.
Heritage Wealth Advisors's Enbridge position peaked at $285K in Q1 2022.
1,498 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.