IFG
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Independent Financial Group’s Enbridge ENB Stock Holding History

Independent Financial Group’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 		$1.09M Buy
23,308
+651
+3% +$33.7K 0.02% 654
2026
Q2 		$1.23M Buy
22,657
+2,536
+13% +$139K 0.02% 608
2026
Q1 		$1.09M Sell
20,121
-420
-2% -$21.4K 0.02% 601
2025
Q4 		$984K Buy
20,541
+291
+1% +$13.9K 0.02% 624
2025
Q3 		$1.02M Buy
20,250
+1,081
+6% +$50.9K 0.02% 589
2025
Q2 		$868K Buy
19,169
+32
+0.2% +$1.45K 0.02% 590
2025
Q1 		$847K Buy
19,137
+1,756
+10% +$76.4K 0.03% 526
2024
Q4 		$737K Sell
17,381
-3,031
-15% -$127K 0.02% 568
2024
Q3 		$830K Sell
20,412
-3,553
-15% -$137K 0.03% 496
2024
Q2 		$853K Sell
23,965
-992
-4% -$35.4K 0.03% 443
2024
Q1 		$903K Sell
24,957
-4,868
-16% -$173K 0.04% 406
2023
Q4 		$1.08M Sell
29,825
-3,132
-10% -$106K 0.06% 341
2023
Q3 		$1.1M Buy
32,957
+104
+0.3% +$3.69K 0.07% 296
2023
Q2 		$1.22M Sell
32,853
-1,108
-3% -$42.2K 0.08% 265
2023
Q1 		$1.29M Buy
33,961
+20,514
+153% +$805K 0.1% 226
2022
Q4 		$525K Buy
13,447
+682
+5% +$26.7K 0.05% 409
2022
Q3 		$476K Sell
12,765
-1,110
-8% -$46.8K 0.04% 408
2022
Q2 		$585K Sell
13,875
-482
-3% -$21.5K 0.06% 338
2022
Q1 		$662K Buy
14,357
+433
+3% +$18.5K 0.05% 353
2021
Q4 		$545K Buy
13,924
+2,078
+18% +$83.3K 0.05% 398
2021
Q3 		$472K Buy
11,846
+105
+0.9% +$4.14K 0.05% 380
2021
Q2 		$471K Buy
11,741
+1,648
+16% +$63.8K 0.05% 386
2021
Q1 		$367K Buy
10,093
+1,421
+16% +$50K 0.05% 405
2020
Q4 		$277K Buy
8,672
+550
+7% +$16.7K 0.04% 445
2020
Q3 		$237K Sell
8,122
-3,164
-28% -$99.6K 0.04% 406
2020
Q2 		$343K Sell
11,286
-3,073
-21% -$94.4K 0.08% 290
2020
Q1 		$418K Buy
+14,359
New +$532K 0.12% 200

Other funds holding ENB

AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Independent Financial Group's ENB Position: Q3 2026 in Review

Independent Financial Group increased its Enbridge (ENB) stake by 2.9% in Q3 2026, buying an estimated $33.7K and bringing the position to 23,308 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #654.

Independent Financial Group first reported a position in ENB in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.29M in Q1 2023. 94 funds tracked by Wall St. Rank hold ENB as of Q3 2026.

  • Independent Financial Group held 23,308 shares of Enbridge worth $1.09M as of Q3 2026.
  • Independent Financial Group bought 651 Enbridge shares in Q3 2026, an estimated $33.7K.
  • Enbridge made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #654 holding.
  • Independent Financial Group first reported a position in Enbridge in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's Enbridge position peaked at $1.29M in Q1 2023.
  • 94 funds tracked by Wall St. Rank held Enbridge as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.