Integrated Wealth Concepts’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.61M Sell
48,085
-2,794
-5% -$153K 0.02% 747
2026
Q1
$2.75M Buy
50,879
+33,028
+185% +$1.68M 0.02% 641
2025
Q4
$854K Sell
17,851
-36,102
-67% -$1.72M 0.01% 843
2025
Q3
$2.72M Buy
53,953
+5,090
+10% +$240K 0.02% 569
2025
Q2
$2.21M Sell
48,863
-6,314
-11% -$286K 0.02% 588
2025
Q1
$2.44M Sell
55,177
-6,348
-10% -$276K 0.03% 526
2024
Q4
$2.61M Buy
61,525
+2,194
+4% +$91.8K 0.03% 477
2024
Q3
$2.41M Buy
59,331
+3,973
+7% +$153K 0.03% 499
2024
Q2
$1.97M Buy
55,358
+1,752
+3% +$62.6K 0.03% 512
2024
Q1
$1.94M Sell
53,606
-4,894
-8% -$174K 0.03% 526
2023
Q4
$2.11M Buy
58,500
+7,270
+14% +$245K 0.03% 461
2023
Q3
$1.71M Buy
51,230
+5,426
+12% +$193K 0.03% 501
2023
Q2
$1.7M Buy
45,804
+1,375
+3% +$52.4K 0.03% 522
2023
Q1
$1.7M Buy
44,429
+30,597
+221% +$1.2M 0.03% 464
2022
Q4
$541K Sell
13,832
-336
-2% -$13.1K 0.01% 639
2022
Q3
$526K Buy
14,168
+1,584
+13% +$66.8K 0.02% 575
2022
Q2
$532K Sell
12,584
-1,330
-10% -$59.4K 0.02% 586
2022
Q1
$641K Buy
13,914
+2,144
+18% +$91.8K 0.02% 514
2021
Q4
$460K Buy
11,770
+332
+3% +$13.3K 0.01% 629
2021
Q3
$455K Buy
+11,438
New +$451K 0.01% 603

Other funds holding ENB

Integrated Wealth Concepts's ENB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Enbridge (ENB) stake by 5.5% in Q2 2026, selling an estimated $153K and leaving 48,085 shares worth $2.61M. The position accounts for 0.02% of the portfolio, ranked #747.

Integrated Wealth Concepts first reported a position in ENB in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.75M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Integrated Wealth Concepts held 48,085 shares of Enbridge worth $2.61M as of Q2 2026.
  • Integrated Wealth Concepts sold 2,794 Enbridge shares in Q2 2026, an estimated $153K.
  • Enbridge made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #747 holding.
  • Integrated Wealth Concepts first reported a position in Enbridge in Q3 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's Enbridge position peaked at $2.75M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.