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IVC Wealth Advisors’s Enbridge ENB Stock Holding History

IVC Wealth Advisors’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 		– Sell
-3,875
Closed -$210K – 181
2026
Q1 		$210K Buy
+3,875
New +$197K 0.09% 168
2025
Q4 		– Sell
-4,595
Closed -$232K – 181
2025
Q3 		$232K Buy
+4,595
New +$216K 0.1% 162
2021
Q4 		– Sell
-5,136
Closed -$204K – 138
2021
Q3 		$204K Hold
5,136
– – 0.14% 128
2021
Q2 		$206K Buy
+5,136
New +$199K 0.14% 129

Other funds holding ENB

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

IVC Wealth Advisors's ENB Position: Q2 2026 in Review

IVC Wealth Advisors sold out of Enbridge (ENB) in Q2 2026, closing a stake of 3,875 shares — an estimated $210K sold.

IVC Wealth Advisors first reported a position in ENB in Q2 2021 and held it in 4 quarters. The position peaked at $232K in Q3 2025. 255 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • IVC Wealth Advisors reported no remaining Enbridge position as of Q2 2026 after selling out during the quarter.
  • IVC Wealth Advisors sold 3,875 Enbridge shares in Q2 2026, an estimated $210K.
  • IVC Wealth Advisors first reported a position in Enbridge in Q2 2021 and held it in 4 quarters.
  • IVC Wealth Advisors's Enbridge position peaked at $232K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.