Lee Financial’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.1M | Sell |
20,242
-16,254
| -45% | -$828K | 0.15% | 65 |
|
|
2025
Q4 | $1.75M | Sell |
36,496
-11,674
| -24% | -$557K | 0.24% | 44 |
|
|
2025
Q3 | $2.43M | Buy |
48,170
+6,929
| +17% | +$326K | 0.3% | 32 |
|
|
2025
Q2 | $1.87M | Buy |
41,241
+9,519
| +30% | +$432K | 0.27% | 37 |
|
|
2025
Q1 | $1.41M | Sell |
31,722
-4,882
| -13% | -$212K | 0.21% | 48 |
|
|
2024
Q4 | $1.55M | Sell |
36,604
-570
| -2% | -$23.9K | 0.22% | 51 |
|
|
2024
Q3 | $1.51M | Buy |
37,174
+9,869
| +36% | +$380K | 0.21% | 54 |
|
|
2024
Q2 | $972K | Sell |
27,305
-115
| -0.4% | -$4.11K | 0.16% | 71 |
|
|
2024
Q1 | $992K | Sell |
27,420
-270
| -1% | -$9.58K | 0.17% | 76 |
|
|
2023
Q4 | $997K | Buy |
27,690
+3,335
| +14% | +$112K | 0.18% | 65 |
|
|
2023
Q3 | $817K | Sell |
24,355
-1,825
| -7% | -$64.8K | 0.15% | 64 |
|
|
2023
Q2 | $973K | Buy |
26,180
+25,963
| +11,965% | +$990K | 0.17% | 61 |
|
|
2023
Q1 | $8.28K | Sell |
217
-492
| -69% | -$19.3K | ﹤0.01% | 452 |
|
|
2022
Q4 | $27.7K | Hold |
709
| – | – | ﹤0.01% | 302 |
|
|
2022
Q3 | $26K | Hold |
709
| – | – | ﹤0.01% | 303 |
|
|
2022
Q2 | $30K | Hold |
709
| – | – | 0.01% | 287 |
|
|
2022
Q1 | $33K | Buy |
709
+217
| +44% | +$9.29K | 0.01% | 278 |
|
|
2021
Q4 | $19K | Sell |
492
-63
| -11% | -$2.53K | ﹤0.01% | 380 |
|
|
2021
Q3 | $22K | Sell |
555
-636
| -53% | -$25.1K | ﹤0.01% | 319 |
|
|
2021
Q2 | $48K | Hold |
1,191
| – | – | 0.01% | 234 |
|
|
2021
Q1 | $43K | Sell |
1,191
-454
| -28% | -$16K | 0.01% | 239 |
|
|
2020
Q4 | $53K | Sell |
1,645
-250
| -13% | -$7.61K | 0.01% | 204 |
|
|
2020
Q3 | $55K | Buy |
1,895
+410
| +28% | +$12.9K | 0.02% | 222 |
|
|
2020
Q2 | $45K | Buy |
1,485
+492
| +50% | +$15.1K | 0.01% | 215 |
|
|
2020
Q1 | $29K | Buy |
993
+287
| +41% | +$10.6K | 0.01% | 206 |
|
|
2019
Q4 | $28K | Buy |
706
+201
| +40% | +$7.51K | 0.01% | 230 |
|
|
2019
Q3 | $18K | Hold |
505
| – | – | ﹤0.01% | 261 |
|
|
2019
Q2 | $18K | Hold |
505
| – | – | ﹤0.01% | 270 |
|
|
2019
Q1 | $18K | Sell |
505
-33
| -6% | -$1.19K | ﹤0.01% | 261 |
|
|
2018
Q4 | $17K | Sell |
538
-32,563
| -98% | -$1.05M | ﹤0.01% | 235 |
|
|
2018
Q3 | $1.07M | Sell |
33,101
-336
| -1% | -$11.7K | 0.26% | 61 |
|
|
2018
Q2 | $1.19M | Sell |
33,437
-320
| -0.9% | -$10.1K | 0.28% | 53 |
|
|
2018
Q1 | $1.06M | Sell |
33,757
-4
| -0% | -$140 | 0.27% | 58 |
|
|
2017
Q4 | $1.32M | Sell |
33,761
-490
| -1% | -$18.9K | 0.38% | 50 |
|
|
2017
Q3 | $1.43M | Sell |
34,251
-910
| -3% | -$37K | 0.46% | 44 |
|
|
2017
Q2 | $1.4M | Buy |
35,161
+10,706
| +44% | +$431K | 0.52% | 44 |
|
|
2017
Q1 | $1.02M | Buy |
24,455
+5,215
| +27% | +$220K | 0.41% | 58 |
|
|
2016
Q4 | $810K | Buy |
+19,240
| New | +$821K | 0.45% | 56 |
|
Other funds holding ENB
VCM
Lee Financial's ENB Position: Q1 2026 in Review
Lee Financial reduced its Enbridge (ENB) stake by 45% in Q1 2026, selling an estimated $828K and leaving 20,242 shares worth $1.1M. The position accounts for 0.15% of the portfolio, ranked #65.
Lee Financial first reported a position in ENB in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.43M in Q3 2025. 1,497 funds tracked by Wall St. Rank hold ENB as of Q1 2026.
- Lee Financial held 20,242 shares of Enbridge worth $1.1M as of Q1 2026.
- Lee Financial sold 16,254 Enbridge shares in Q1 2026, an estimated $828K.
- Enbridge made up 0.15% of Lee Financial's portfolio in Q1 2026, its #65 holding.
- Lee Financial first reported a position in Enbridge in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Enbridge position peaked at $2.43M in Q3 2025.
- 1,497 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.