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Montgomery Investment Management’s Enbridge ENB Stock Holding History

Montgomery Investment 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 		$472K Hold
8,705
– – 0.14% 78
2026
Q1 		$471K Hold
8,705
– – 0.16% 79
2025
Q4 		$416K Hold
8,705
– – 0.15% 77
2025
Q3 		$439K Hold
8,705
– – 0.15% 75
2025
Q2 		$395K Hold
8,705
– – 0.15% 71
2025
Q1 		$386K Sell
8,705
-885
-9% -$38.5K 0.15% 71
2024
Q4 		$407K Hold
9,590
– – 0.16% 67
2024
Q3 		$389K Hold
9,590
– – 0.14% 68
2024
Q2 		$341K Hold
9,590
– – 0.14% 68
2024
Q1 		$347K Sell
9,590
-949
-9% -$33.7K 0.13% 70
2023
Q4 		$380K Sell
10,539
-450
-4% -$15.2K 0.12% 71
2023
Q3 		$365K Sell
10,989
-196
-2% -$6.96K 0.13% 71
2023
Q2 		$416K Hold
11,185
– – 0.14% 69
2023
Q1 		$427K Hold
11,185
– – 0.15% 66
2022
Q4 		$437K Hold
11,185
– – 0.16% 62
2022
Q3 		$415K Hold
11,185
– – 0.17% 61
2022
Q2 		$473K Hold
11,185
– – 0.19% 60
2022
Q1 		$515K Hold
11,185
– – 0.18% 60
2021
Q4 		$437K Sell
11,185
-200
-2% -$8.02K 0.15% 64
2021
Q3 		$453K Hold
11,385
– – 0.17% 64
2021
Q2 		$456K Hold
11,385
– – 0.17% 64
2021
Q1 		$415K Hold
11,385
– – 0.16% 65
2020
Q4 		$364K Hold
11,385
– – 0.17% 64
2020
Q3 		$332K Sell
11,385
-100
-0.9% -$3.15K 0.17% 62
2020
Q2 		$349K Sell
11,485
-1,168
-9% -$35.9K 0.19% 63
2020
Q1 		$368K Hold
12,653
– – 0.24% 58
2019
Q4 		$503K Sell
12,653
-1,468
-10% -$54.8K 0.21% 64
2019
Q3 		$495K Hold
14,121
– – 0.21% 63
2019
Q2 		$509K Sell
14,121
-984
-7% -$35.8K 0.22% 62
2019
Q1 		$547K Hold
15,105
– – 0.24% 62
2018
Q4 		$469K Sell
15,105
-98
-0.6% -$3.15K 0.24% 62
2018
Q3 		$491K Hold
15,203
– – 0.2% 68
2018
Q2 		$542K Hold
15,203
– – 0.22% 61
2018
Q1 		$479K Sell
15,203
-295
-2% -$10.3K 0.2% 65
2017
Q4 		$606K Sell
15,498
-4,675
-23% -$180K 0.25% 60
2017
Q3 		$844K Hold
20,173
– – 0.38% 51
2017
Q2 		$803K Hold
20,173
– – 0.37% 50
2017
Q1 		$844K Buy
+20,173
New +$852K 0.36% 53

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

Montgomery Investment Management's ENB Position: Q2 2026 in Review

Montgomery Investment Management held its Enbridge (ENB) position steady in Q2 2026 at 8,705 shares worth $472K. The position accounts for 0.14% of the portfolio, ranked #78.

Montgomery Investment Management first reported a position in ENB in Q1 2017 and has held it in 38 quarters since. The position peaked at $844K in Q3 2017. 231 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Montgomery Investment Management held 8,705 shares of Enbridge worth $472K as of Q2 2026.
  • Montgomery Investment Management left its Enbridge share count unchanged in Q2 2026.
  • Enbridge made up 0.14% of Montgomery Investment Management's portfolio in Q2 2026, its #78 holding.
  • Montgomery Investment Management first reported a position in Enbridge in Q1 2017 and has held it in 38 quarters since.
  • Montgomery Investment Management's Enbridge position peaked at $844K in Q3 2017.
  • 231 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.