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Meriwether Wealth & Planning’s Enbridge ENB Stock Holding History

Meriwether Wealth & 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
Q2 		$396K Sell
7,296
-70
-1% -$3.84K 0.2% 77
2026
Q1 		$399K Sell
7,366
-21
-0.3% -$1.07K 0.22% 72
2025
Q4 		$353K Sell
7,387
-631
-8% -$30.1K 0.2% 76
2025
Q3 		$405K Sell
8,018
-812
-9% -$38.2K 0.23% 72
2025
Q2 		$400K Sell
8,830
-1,618
-15% -$73.4K 0.25% 70
2025
Q1 		$463K Buy
10,448
+615
+6% +$26.8K 0.3% 63
2024
Q4 		$417K Buy
+9,833
New +$412K 0.3% 64

Other funds holding ENB

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Meriwether Wealth & Planning's ENB Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Enbridge (ENB) stake by 0.95% in Q2 2026, selling an estimated $3.84K and leaving 7,296 shares worth $396K. The position accounts for 0.2% of the portfolio, ranked #77.

Meriwether Wealth & Planning first reported a position in ENB in Q4 2024 and has held it in 7 quarters since. The position peaked at $463K in Q1 2025. 255 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Meriwether Wealth & Planning held 7,296 shares of Enbridge worth $396K as of Q2 2026.
  • Meriwether Wealth & Planning sold 70 Enbridge shares in Q2 2026, an estimated $3.84K.
  • Enbridge made up 0.2% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #77 holding.
  • Meriwether Wealth & Planning first reported a position in Enbridge in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Enbridge position peaked at $463K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.