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 Q3	$892K	Hold	19,196	–	–	0.38%	65
2026 Q2	$1.04M	Hold	19,196	–	–	0.48%	56
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Lantern Wealth Advisors's ENB Position: Q3 2026 in Review

Lantern Wealth Advisors held its Enbridge (ENB) position steady in Q3 2026 at 19,196 shares worth $892K. The position accounts for 0.38% of the portfolio, ranked #65.

Lantern Wealth Advisors first reported a position in ENB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2025. 356 funds tracked by Wall St. Rank hold ENB as of Q3 2026.

Lantern Wealth Advisors held 19,196 shares of Enbridge worth $892K as of Q3 2026.
Lantern Wealth Advisors left its Enbridge share count unchanged in Q3 2026.
Enbridge made up 0.38% of Lantern Wealth Advisors's portfolio in Q3 2026, its #65 holding.
Lantern Wealth Advisors first reported a position in Enbridge in Q4 2023 and has held it in 11 quarters since.
Lantern Wealth Advisors's Enbridge position peaked at $1.04M in Q3 2025.
356 funds tracked by Wall St. Rank held Enbridge as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.