Modera Wealth Management’s Enbridge ENB Stock Holding History

Modera 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 Q2	$726K	Buy	13,388 +1,062	+9%	+$58.2K	0.01%	394
2026 Q1	$667K	Sell	12,326 -1,430	-10%	-$72.8K	0.01%	391
2025 Q4	$658K	Buy	13,756 +1,206	+10%	+$57.6K	0.01%	403
2025 Q3	$633K	Buy	12,550 +319	+3%	+$15K	0.01%	415
2025 Q2	$554K	Sell	12,231 -443	-3%	-$20.1K	0.01%	426
2025 Q1	$562K	Buy	12,674 +101	+0.8%	+$4.39K	0.01%	410
2024 Q4	$533K	Buy	12,573 +429	+4%	+$18K	0.01%	426
2024 Q3	$493K	Sell	12,144 -858	-7%	-$33K	0.01%	416
2024 Q2	$463K	Buy	13,002 +213	+2%	+$7.61K	0.01%	405
2024 Q1	$463K	Buy	12,789 +2,443	+24%	+$86.7K	0.01%	398
2023 Q4	$373K	Sell	10,346 -1,887	-15%	-$63.6K	0.01%	425
2023 Q3	$408K	Sell	12,233 -8,003	-40%	-$284K	0.01%	390
2023 Q2	$752K	Buy	+20,236	New	+$771K	0.01%	321

Other funds holding ENB

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Modera Wealth Management's ENB Position: Q2 2026 in Review

Modera Wealth Management increased its Enbridge (ENB) stake by 8.6% in Q2 2026, buying an estimated $58.2K and bringing the position to 13,388 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #394.

Modera Wealth Management first reported a position in ENB in Q2 2023 and has held it in 13 quarters since. The position peaked at $752K in Q2 2023. 931 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

Modera Wealth Management held 13,388 shares of Enbridge worth $726K as of Q2 2026.
Modera Wealth Management bought 1,062 Enbridge shares in Q2 2026, an estimated $58.2K.
Enbridge made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #394 holding.
Modera Wealth Management first reported a position in Enbridge in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's Enbridge position peaked at $752K in Q2 2023.
931 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.