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Marcum Wealth’s Enbridge ENB Stock Holding History

Marcum Wealth’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
2025
Q1 		$944K Buy
21,314
+486
+2% +$21.1K 0.08% 120
2024
Q4 		$884K Sell
20,828
-112
-0.5% -$4.69K 0.08% 126
2024
Q3 		$850K Buy
20,940
+761
+4% +$29.3K 0.08% 129
2024
Q2 		$718K Sell
20,179
-137
-0.7% -$4.89K 0.07% 139
2024
Q1 		$735K Buy
20,316
+1,849
+10% +$65.6K 0.07% 136
2023
Q4 		$665K Sell
18,467
-2,181
-11% -$73.5K 0.07% 139
2023
Q3 		$689K Buy
20,648
+659
+3% +$23.4K 0.08% 126
2023
Q2 		$743K Sell
19,989
-336
-2% -$12.8K 0.09% 120
2023
Q1 		$775K Buy
20,325
+1,320
+7% +$51.8K 0.1% 121
2022
Q4 		$743K Buy
19,005
+294
+2% +$11.5K 0.1% 122
2022
Q3 		$694K Sell
18,711
-63
-0.3% -$2.66K 0.11% 124
2022
Q2 		$793K Buy
18,774
+263
+1% +$11.7K 0.12% 109
2022
Q1 		$853K Buy
18,511
+614
+3% +$26.3K 0.12% 112
2021
Q4 		$700K Sell
17,897
-509
-3% -$20.4K 0.1% 135
2021
Q3 		$732K Buy
18,406
+602
+3% +$23.7K 0.12% 126
2021
Q2 		$713K Buy
17,804
+1,410
+9% +$54.6K 0.12% 125
2021
Q1 		$597K Buy
16,394
+8,197
+100% +$288K 0.1% 132
2020
Q4 		$262K Buy
8,197
+1,301
+19% +$39.6K 0.06% 110
2020
Q3 		$201K Sell
6,896
-81
-1% -$2.55K 0.06% 111
2020
Q2 		$212K Sell
6,977
-2
-0% -$61 0.07% 106
2020
Q1 		$203K Buy
6,979
+1,429
+26% +$53K 0.08% 85
2019
Q4 		$221K Buy
+5,550
New +$207K 0.08% 92

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Marcum Wealth's ENB Position: Q1 2025 in Review

Marcum Wealth increased its Enbridge (ENB) stake by 2.3% in Q1 2025, buying an estimated $21.1K and bringing the position to 21,314 shares worth $944K. The position accounts for 0.08% of the portfolio, ranked #120.

Marcum Wealth first reported a position in ENB in Q4 2019 and has held it in 22 quarters since. 1,374 funds tracked by Wall St. Rank hold ENB as of Q1 2025.

  • Marcum Wealth held 21,314 shares of Enbridge worth $944K as of Q1 2025.
  • Marcum Wealth bought 486 Enbridge shares in Q1 2025, an estimated $21.1K.
  • Enbridge made up 0.08% of Marcum Wealth's portfolio in Q1 2025, its #120 holding.
  • Marcum Wealth first reported a position in Enbridge in Q4 2019 and has held it in 22 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Enbridge as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.