Holos Integrated Wealth
ENB icon

Holos Integrated Wealth’s Enbridge ENB Stock Holding History

Holos Integrated Wealth’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
Q3 		$172K Hold
3,649
– – 0.08% 89
2026
Q2 		$201K Hold
3,649
– – 0.09% 85
2026
Q1 		$198K Hold
3,649
– – 0.1% 84
2025
Q4 		$176K Hold
3,649
– – 0.1% 71
2025
Q3 		$174K Hold
3,649
– – 0.1% 68
2025
Q2 		$171K Hold
3,649
– – 0.1% 68
2025
Q1 		$162K Hold
3,649
– – 0.11% 69
2024
Q4 		$155K Buy
+3,649
New +$153K 0.11% 62

Other funds holding ENB

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Holos Integrated Wealth's ENB Position: Q3 2026 in Review

Holos Integrated Wealth held its Enbridge (ENB) position steady in Q3 2026 at 3,649 shares worth $172K. The position accounts for 0.08% of the portfolio, ranked #89.

Holos Integrated Wealth first reported a position in ENB in Q4 2024 and has held it in 8 quarters since. The position peaked at $201K in Q2 2026. 390 funds tracked by Wall St. Rank hold ENB as of Q3 2026.

  • Holos Integrated Wealth held 3,649 shares of Enbridge worth $172K as of Q3 2026.
  • Holos Integrated Wealth left its Enbridge share count unchanged in Q3 2026.
  • Enbridge made up 0.08% of Holos Integrated Wealth's portfolio in Q3 2026, its #89 holding.
  • Holos Integrated Wealth first reported a position in Enbridge in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Enbridge position peaked at $201K in Q2 2026.
  • 390 funds tracked by Wall St. Rank held Enbridge as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.