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Mark Sheptoff Financial Planning’s Enbridge ENB Stock Holding History

Mark Sheptoff Financial Planning’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 		$27.5K Hold
500
– – 0.01% 237
2025
Q4 		$23.9K Hold
500
– – 0.01% 263
2025
Q3 		$25.2K Hold
500
– – 0.01% 252
2025
Q2 		$22.7K Hold
500
– – 0.01% 260
2025
Q1 		$22.2K Hold
500
– – 0.01% 239
2024
Q4 		$21.2K Hold
500
– – 0.01% 254
2024
Q3 		$20.3K Hold
500
– – 0.01% 245
2024
Q2 		$17.8K Hold
500
– – 0.01% 266
2024
Q1 		$18.1K Sell
500
-300
-38% -$10.6K 0.01% 245
2023
Q4 		$28.8K Hold
800
– – 0.02% 199
2023
Q3 		$26.6K Sell
800
-300
-27% -$10.6K 0.02% 191
2023
Q2 		$40.9K Sell
1,100
-1,300
-54% -$49.6K 0.02% 175
2023
Q1 		$91.6K Hold
2,400
– – 0.05% 119
2022
Q4 		$93.8K Hold
2,400
– – 0.06% 114
2022
Q3 		$89K Hold
2,400
– – 0.05% 112
2022
Q2 		$101K Hold
2,400
– – 0.06% 115
2022
Q1 		$111K Sell
2,400
-600
-20% -$25.7K 0.06% 130
2021
Q4 		$117K Buy
3,000
+200
+7% +$8.02K 0.06% 129
2021
Q3 		$111K Sell
2,800
-1,000
-26% -$39.4K 0.06% 132
2021
Q2 		$152K Buy
3,800
+3,400
+850% +$132K 0.08% 118
2021
Q1 		$15K Buy
+400
New +$14.1K 0.01% 258
2020
Q1 		– Sell
-796
Closed -$32K – 355
2019
Q4 		$32K Sell
796
-300
-27% -$11.2K 0.02% 179
2019
Q3 		$38K Hold
1,096
– – 0.03% 163
2019
Q2 		$40K Sell
1,096
-300
-21% -$10.9K 0.03% 170
2019
Q1 		$51K Sell
1,396
-6
-0.4% -$216 0.04% 149
2018
Q4 		$44K Buy
1,402
+6
+0.4% +$193 0.04% 144
2018
Q3 		$45K Buy
1,396
+1,096
+365% +$38.3K 0.03% 171
2018
Q2 		$11K Hold
300
– – 0.01% 269
2018
Q1 		$9K Buy
+300
New +$10.5K 0.01% 295
2017
Q3 		– Sell
-941
Closed -$37K – 375
2017
Q2 		$37K Sell
941
-2,953
-76% -$119K 0.03% 191
2017
Q1 		$163K Buy
+3,894
New +$165K 0.12% 118

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

Mark Sheptoff Financial Planning's ENB Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Enbridge (ENB) position steady in Q1 2026 at 500 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #237.

Mark Sheptoff Financial Planning first reported a position in ENB in Q1 2017 and has held it in 31 quarters since. The position peaked at $163K in Q1 2017. 1,498 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

  • Mark Sheptoff Financial Planning held 500 shares of Enbridge worth $27.5K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Enbridge share count unchanged in Q1 2026.
  • Enbridge made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #237 holding.
  • Mark Sheptoff Financial Planning first reported a position in Enbridge in Q1 2017 and has held it in 31 quarters since.
  • Mark Sheptoff Financial Planning's Enbridge position peaked at $163K in Q1 2017.
  • 1,498 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.