Heritage Wealth Management (Ohio)’s Enbridge ENB Stock Holding History

Heritage Wealth Management (Ohio)’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	$644K	Sell	11,893 -377	-3%	-$19.2K	0.32%	80
2025 Q4	$587K	Buy	12,270 +16	+0.1%	+$764	0.16%	134
2025 Q3	$618K	Buy	12,254 +416	+4%	+$19.6K	0.18%	121
2025 Q2	$536K	Buy	11,838 +377	+3%	+$17.1K	0.17%	126
2025 Q1	$508K	Buy	11,461 +17	+0.1%	+$740	0.17%	131
2024 Q4	$486K	Buy	11,444 +16	+0.1%	+$670	0.16%	137
2024 Q3	$464K	Sell	11,428 -227	-2%	-$8.74K	0.15%	145
2024 Q2	$415K	Buy	+11,655	New	+$416K	0.14%	150

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 Management (Ohio)'s ENB Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Enbridge (ENB) stake by 3.1% in Q1 2026, selling an estimated $19.2K and leaving 11,893 shares worth $644K. The position accounts for 0.32% of the portfolio, ranked #80.

Heritage Wealth Management (Ohio) first reported a position in ENB in Q2 2024 and has held it in 8 quarters since. 1,497 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

Heritage Wealth Management (Ohio) held 11,893 shares of Enbridge worth $644K as of Q1 2026.
Heritage Wealth Management (Ohio) sold 377 Enbridge shares in Q1 2026, an estimated $19.2K.
Enbridge made up 0.32% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #80 holding.
Heritage Wealth Management (Ohio) first reported a position in Enbridge in Q2 2024 and has held it in 8 quarters since.
1,497 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.