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Lyell Wealth Management’s Enbridge ENB Stock Holding History

Lyell Wealth Management’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 		$337K Hold
6,220
– – 0.02% 176
2025
Q4 		$298K Buy
6,220
+640
+11% +$30.6K 0.02% 185
2025
Q3 		$282K Hold
5,580
– – 0.02% 187
2025
Q2 		$253K Hold
5,580
– – 0.02% 196
2025
Q1 		$247K Hold
5,580
– – 0.02% 186
2024
Q4 		$237K Hold
5,580
– – 0.02% 191
2024
Q3 		$227K Buy
+5,580
New +$215K 0.02% 197

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GQG Partners
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lyell Wealth Management's ENB Position: Q1 2026 in Review

Lyell Wealth Management held its Enbridge (ENB) position steady in Q1 2026 at 6,220 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #176.

Lyell Wealth Management first reported a position in ENB in Q3 2024 and has held it in 7 quarters since. 1,499 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

  • Lyell Wealth Management held 6,220 shares of Enbridge worth $337K as of Q1 2026.
  • Lyell Wealth Management left its Enbridge share count unchanged in Q1 2026.
  • Enbridge made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #176 holding.
  • Lyell Wealth Management first reported a position in Enbridge in Q3 2024 and has held it in 7 quarters since.
  • 1,499 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.