Lantern Wealth Advisors’s Enbridge ENB Stock Holding History

Lantern 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 Q1	$1.04M	Sell	19,196 -500	-3%	-$25.5K	0.53%	51
2025 Q4	$942K	Sell	19,696 -1,000	-5%	-$47.7K	0.5%	52
2025 Q3	$1.04M	Hold	20,696	–	–	0.55%	46
2025 Q2	$938K	Buy	+20,696	New	+$939K	0.56%	53
2024 Q4	$878K	Hold	20,696	–	–	0.57%	47
2024 Q3	$840K	Buy	20,696 +9,000	+77%	+$347K	0.58%	47
2024 Q2	$416K	Hold	11,696	–	–	0.3%	79
2024 Q1	$423K	Hold	11,696	–	–	0.3%	82
2023 Q4	$421K	Buy	+11,696	New	+$394K	0.33%	76

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lantern Wealth Advisors's ENB Position: Q1 2026 in Review

Lantern Wealth Advisors reduced its Enbridge (ENB) stake by 2.5% in Q1 2026, selling an estimated $25.5K and leaving 19,196 shares worth $1.04M. The position accounts for 0.53% of the portfolio, ranked #51.

Lantern Wealth Advisors first reported a position in ENB in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2025. 1,497 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

Lantern Wealth Advisors held 19,196 shares of Enbridge worth $1.04M as of Q1 2026.
Lantern Wealth Advisors sold 500 Enbridge shares in Q1 2026, an estimated $25.5K.
Enbridge made up 0.53% of Lantern Wealth Advisors's portfolio in Q1 2026, its #51 holding.
Lantern Wealth Advisors first reported a position in Enbridge in Q4 2023 and has held it in 9 quarters since.
Lantern Wealth Advisors's Enbridge position peaked at $1.04M in Q3 2025.
1,497 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.