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Moneta Group Investment Advisors’s Enbridge ENB Stock Holding History

Moneta Group Investment Advisors’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 		$2.11M Sell
39,014
-672
-2% -$34.2K 0.02% 262
2025
Q4 		$1.9M Buy
39,686
+1,144
+3% +$54.6K 0.01% 271
2025
Q3 		$1.94M Sell
38,542
-2,714
-7% -$128K 0.02% 265
2025
Q2 		$1.87M Sell
41,256
-235
-0.6% -$10.7K 0.02% 235
2025
Q1 		$1.84M Buy
41,491
+1,009
+2% +$43.9K 0.03% 217
2024
Q4 		$1.72M Hold
40,482
– – 0.02% 225
2024
Q3 		$1.64M Buy
40,482
+11,033
+37% +$425K 0.02% 218
2024
Q2 		$1.43M Sell
29,449
-441
-1% -$15.8K 0.02% 225
2024
Q1 		$1.47M Sell
29,890
-11,734
-28% -$416K 0.02% 222
2023
Q4 		$1.5M Sell
41,624
-5,426
-12% -$183K 0.03% 196
2023
Q3 		$1.56M Buy
47,050
+11,627
+33% +$413K 0.04% 186
2023
Q2 		$1.74M Buy
35,423
+621
+2% +$23.7K 0.04% 176
2023
Q1 		$1.79M Sell
34,802
-7,219
-17% -$283K 0.04% 169
2022
Q4 		$1.72M Sell
42,021
-2,346
-5% -$91.8K 0.05% 162
2022
Q3 		$1.65M Sell
44,367
-214
-0.5% -$9.03K 0.06% 148
2022
Q2 		$1.88M Buy
44,581
+3,401
+8% +$152K 0.06% 148
2022
Q1 		$1.9M Buy
41,180
+8,049
+24% +$345K 0.07% 134
2021
Q4 		$1.64M Sell
33,131
-7,824
-19% -$314K 0.07% 153
2021
Q3 		$1.63M Sell
40,955
-229
-0.6% -$9.03K 0.08% 143
2021
Q2 		$1.65M Buy
41,184
+791
+2% +$30.6K 0.08% 151
2021
Q1 		$1.47M Buy
40,393
+1,381
+4% +$48.5K 0.08% 146
2020
Q4 		$1.25M Buy
39,012
+4,423
+13% +$135K 0.09% 131
2020
Q3 		$1.01M Buy
+34,589
New +$1.09M 0.09% 121
2018
Q3 		– Sell
-609
Closed -$22K – 276
2018
Q2 		$22K Buy
609
+456
+298% +$14.4K ﹤0.01% 356
2018
Q1 		$5K Buy
+153
New +$5.36K ﹤0.01% 508

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

Moneta Group Investment Advisors's ENB Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Enbridge (ENB) stake by 1.7% in Q1 2026, selling an estimated $34.2K and leaving 39,014 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #262.

Moneta Group Investment Advisors first reported a position in ENB in Q1 2018 and has held it in 25 quarters since. 1,498 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

  • Moneta Group Investment Advisors held 39,014 shares of Enbridge worth $2.11M as of Q1 2026.
  • Moneta Group Investment Advisors sold 672 Enbridge shares in Q1 2026, an estimated $34.2K.
  • Enbridge made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #262 holding.
  • Moneta Group Investment Advisors first reported a position in Enbridge in Q1 2018 and has held it in 25 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.