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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
Q2 		$1.15M Buy
21,127
+4,019
+23% +$220K 0.18% 119
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
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

Holistic Planning's ENB Position: Q2 2026 in Review

Holistic Planning increased its Enbridge (ENB) stake by 23% in Q2 2026, buying an estimated $220K and bringing the position to 21,127 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #119.

Holistic Planning first reported a position in ENB in Q4 2023 and has held it in 11 quarters since. 1,519 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Holistic Planning held 21,127 shares of Enbridge worth $1.15M as of Q2 2026.
  • Holistic Planning bought 4,019 Enbridge shares in Q2 2026, an estimated $220K.
  • Enbridge made up 0.18% of Holistic Planning's portfolio in Q2 2026, its #119 holding.
  • Holistic Planning first reported a position in Enbridge in Q4 2023 and has held it in 11 quarters since.
  • 1,519 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.