Holistic Planning’s Enbridge ENB Stock Holding History

Holistic Planning’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	$925K	Buy	17,108 +1,749	+11%	+$89.1K	0.18%	104
2025 Q4	$735K	Buy	15,359 +1,278	+9%	+$61K	0.16%	122
2025 Q3	$711K	Sell	14,081 -736	-5%	-$34.6K	0.19%	97
2025 Q2	$671K	Buy	14,817 +2,840	+24%	+$129K	0.19%	92
2025 Q1	$530K	Sell	11,977 -1,168	-9%	-$50.8K	0.18%	99
2024 Q4	$558K	Buy	13,145 +547	+4%	+$22.9K	0.2%	90
2024 Q3	$512K	Buy	12,598 +5,665	+82%	+$218K	0.22%	83
2024 Q2	$251K	Hold	6,933	–	–	0.19%	98
2024 Q1	$251K	Sell	6,933 -183	-3%	-$6.49K	0.19%	98
2023 Q4	$257K	Buy	+7,116	New	+$240K	0.22%	97

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

Holistic Planning's ENB Position: Q1 2026 in Review

Holistic Planning increased its Enbridge (ENB) stake by 11% in Q1 2026, buying an estimated $89.1K and bringing the position to 17,108 shares worth $925K. The position accounts for 0.18% of the portfolio, ranked #104.

Holistic Planning first reported a position in ENB in Q4 2023 and has held it in 10 quarters since. 1,497 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

Holistic Planning held 17,108 shares of Enbridge worth $925K as of Q1 2026.
Holistic Planning bought 1,749 Enbridge shares in Q1 2026, an estimated $89.1K.
Enbridge made up 0.18% of Holistic Planning's portfolio in Q1 2026, its #104 holding.
Holistic Planning first reported a position in Enbridge in Q4 2023 and has held it in 10 quarters since.
1,497 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.