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 Q3	$285K	Sell	6,129 -91	-1%	-$4.7K	0.02%	200
2026 Q2	$337K	Hold	6,220	–	–	0.02%	187
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Lyell Wealth Management's ENB Position: Q3 2026 in Review

Lyell Wealth Management reduced its Enbridge (ENB) stake by 1.5% in Q3 2026, selling an estimated $4.7K and leaving 6,129 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #200.

Lyell Wealth Management first reported a position in ENB in Q3 2024 and has held it in 9 quarters since. The position peaked at $337K in Q2 2026. 950 funds tracked by Wall St. Rank hold ENB as of Q3 2026.

Lyell Wealth Management held 6,129 shares of Enbridge worth $285K as of Q3 2026.
Lyell Wealth Management sold 91 Enbridge shares in Q3 2026, an estimated $4.7K.
Enbridge made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #200 holding.
Lyell Wealth Management first reported a position in Enbridge in Q3 2024 and has held it in 9 quarters since.
Lyell Wealth Management's Enbridge position peaked at $337K in Q2 2026.
950 funds tracked by Wall St. Rank held Enbridge as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.