Kestra Private Wealth Services’s Enbridge ENB Stock Holding History

Kestra Private Wealth Services’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	$3.2M	Sell	59,098 -3,065	-5%	-$168K	0.04%	456
2026 Q1	$3.37M	Sell	62,163 -109	-0.2%	-$5.55K	0.04%	415
2025 Q4	$2.98M	Sell	62,272 -1,080	-2%	-$51.6K	0.04%	430
2025 Q3	$3.2M	Sell	63,352 -15,175	-19%	-$714K	0.04%	406
2025 Q2	$3.56M	Buy	78,527 +7,099	+10%	+$322K	0.05%	351
2025 Q1	$3.16M	Buy	71,428 +17,300	+32%	+$753K	0.05%	350
2024 Q4	$2.3M	Buy	54,128 +13,677	+34%	+$573K	0.04%	403
2024 Q3	$1.64M	Buy	40,451 +13,948	+53%	+$537K	0.03%	470
2024 Q2	$943K	Sell	26,503 -11,115	-30%	-$397K	0.02%	595
2024 Q1	$1.36M	Buy	37,618 +9,639	+34%	+$342K	0.03%	478
2023 Q4	$1.01M	Buy	27,979 +7,746	+38%	+$261K	0.03%	529
2023 Q3	$672K	Buy	20,233 +2,621	+15%	+$93K	0.02%	570
2023 Q2	$654K	Buy	17,612 +10,107	+135%	+$385K	0.02%	550
2023 Q1	$286K	Buy	7,505 +1,244	+20%	+$48.8K	0.01%	796
2022 Q4	$245K	Buy	+6,261	New	+$245K	0.01%	727
2022 Q1	–	Sell	-5,778	Closed	-$226K	–	1007
2021 Q4	$226K	Buy	+5,778	New	+$232K	0.01%	862
2021 Q3	–	Sell	-5,154	Closed	-$206K	–	937
2021 Q2	$206K	Buy	+5,154	New	+$199K	0.01%	803

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Kestra Private Wealth Services's ENB Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Enbridge (ENB) stake by 4.9% in Q2 2026, selling an estimated $168K and leaving 59,098 shares worth $3.2M. The position accounts for 0.04% of the portfolio, ranked #456.

Kestra Private Wealth Services first reported a position in ENB in Q2 2021 and has held it in 17 quarters since. The position peaked at $3.56M in Q2 2025. 1,522 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

Kestra Private Wealth Services held 59,098 shares of Enbridge worth $3.2M as of Q2 2026.
Kestra Private Wealth Services sold 3,065 Enbridge shares in Q2 2026, an estimated $168K.
Enbridge made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #456 holding.
Kestra Private Wealth Services first reported a position in Enbridge in Q2 2021 and has held it in 17 quarters since.
Kestra Private Wealth Services's Enbridge position peaked at $3.56M in Q2 2025.
1,522 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.