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Independent Solutions Wealth Management’s Enbridge ENB Stock Holding History

Independent Solutions Wealth Management’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 		$2.11M Buy
38,852
+639
+2% +$35K 0.27% 97
2026
Q1 		$2.07M Buy
38,213
+838
+2% +$42.7K 0.3% 86
2025
Q4 		$1.79M Buy
37,375
+934
+3% +$44.6K 0.33% 89
2025
Q3 		$1.84M Buy
36,441
+1,455
+4% +$68.5K 0.33% 91
2025
Q2 		$1.59M Sell
34,986
-92
-0.3% -$4.17K 0.31% 94
2025
Q1 		$1.55M Sell
35,078
-441
-1% -$19.2K 0.35% 89
2024
Q4 		$1.51M Buy
35,519
+359
+1% +$15K 0.33% 93
2024
Q3 		$1.43M Sell
35,160
-2,508
-7% -$96.6K 0.32% 87
2024
Q2 		$1.34M Sell
37,668
-133
-0.4% -$4.75K 0.31% 90
2024
Q1 		$1.37M Buy
37,801
+1,083
+3% +$38.4K 0.32% 87
2023
Q4 		$1.32M Sell
36,718
-1,008
-3% -$34K 0.34% 82
2023
Q3 		$1.26M Sell
37,726
-3,811
-9% -$135K 0.33% 73
2023
Q2 		$1.54M Sell
41,537
-3,534
-8% -$135K 0.39% 62
2023
Q1 		$1.72M Sell
45,071
-439
-1% -$17.2K 0.51% 49
2022
Q4 		$1.78M Sell
45,510
-279
-0.6% -$10.9K 0.54% 47
2022
Q3 		$1.7M Buy
45,789
+58
+0.1% +$2.45K 0.56% 46
2022
Q2 		$1.93M Buy
45,731
+1,212
+3% +$54.1K 0.6% 43
2022
Q1 		$2.05M Sell
44,519
-297
-0.7% -$12.7K 0.48% 50
2021
Q4 		$1.75M Sell
44,816
-242
-0.5% -$9.7K 0.41% 64
2021
Q3 		$1.79M Buy
45,058
+1,107
+3% +$43.7K 0.44% 52
2021
Q2 		$1.76M Sell
43,951
-4,158
-9% -$161K 0.43% 56
2021
Q1 		$1.75M Buy
48,109
+2,250
+5% +$79.1K 0.48% 53
2020
Q4 		$1.47M Buy
45,859
+26,308
+135% +$800K 0.46% 53
2020
Q3 		$571K Buy
19,551
+1,660
+9% +$52.2K 0.22% 88
2020
Q2 		$544K Buy
17,891
+5,571
+45% +$171K 0.23% 84
2020
Q1 		$358K Buy
12,320
+766
+7% +$28.4K 0.2% 83
2019
Q4 		$460K Buy
+11,554
New +$432K 0.2% 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

Independent Solutions Wealth Management's ENB Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Enbridge (ENB) stake by 1.7% in Q2 2026, buying an estimated $35K and bringing the position to 38,852 shares worth $2.11M. The position accounts for 0.27% of the portfolio, ranked #97.

Independent Solutions Wealth Management first reported a position in ENB in Q4 2019 and has held it in 27 quarters since. 1,517 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Independent Solutions Wealth Management held 38,852 shares of Enbridge worth $2.11M as of Q2 2026.
  • Independent Solutions Wealth Management bought 639 Enbridge shares in Q2 2026, an estimated $35K.
  • Enbridge made up 0.27% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Independent Solutions Wealth Management first reported a position in Enbridge in Q4 2019 and has held it in 27 quarters since.
  • 1,517 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.