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Morningstar Investment Services’s Enbridge ENB Stock Holding History

Morningstar Investment Services’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
2025
Q1 		$3.63M Sell
82,024
-96,515
-54% -$4.2M 0.67% 38
2024
Q4 		$7.58M Sell
178,539
-1,617,150
-90% -$67.7M 0.69% 42
2024
Q3 		$73.1M Sell
1,795,689
-19,556
-1% -$753K 0.75% 37
2024
Q2 		$64M Buy
1,815,245
+101,343
+6% +$3.62M 0.7% 40
2024
Q1 		$61.7M Sell
1,713,902
-1,917,810
-53% -$68M 0.68% 42
2023
Q4 		$131M Buy
3,631,712
+2,049,712
+130% +$69.1M 0.74% 39
2023
Q3 		$53.1M Buy
1,582,000
+27,913
+2% +$991K 0.68% 38
2023
Q2 		$57.4M Sell
1,554,087
-630,434
-29% -$24M 0.74% 35
2023
Q1 		$83.1M Sell
2,184,521
-2,934,774
-57% -$115M 1.12% 23
2022
Q4 		$203M Sell
5,119,295
-78,941
-2% -$3.09M 2.76% 3
2022
Q3 		$203M Sell
5,198,236
-654,353
-11% -$27.6M 2.87% 3
2022
Q2 		$249M Sell
5,852,589
-352,279
-6% -$15.7M 3.33% 3
2022
Q1 		$287M Buy
6,204,868
+123,699
+2% +$5.3M 3.19% 4
2021
Q4 		$237M Buy
6,081,169
+100,046
+2% +$4.01M 2.64% 5
2021
Q3 		$238M Buy
5,981,123
+85,411
+1% +$3.37M 2.81% 4
2021
Q2 		$235M Sell
5,895,712
-29,540
-0.5% -$1.14M 2.82% 5
2021
Q1 		$217M Buy
5,925,252
+147,053
+3% +$5.17M 2.83% 4
2020
Q4 		$185M Buy
5,778,199
+1,173,665
+25% +$35.7M 2.57% 7
2020
Q3 		$136M Buy
4,604,534
+65,185
+1% +$2.05M 2.11% 9
2020
Q2 		$137M Buy
4,539,349
+246,561
+6% +$7.58M 2.26% 8
2020
Q1 		$121M Buy
4,292,788
+119,489
+3% +$4.43M 2.21% 7
2019
Q4 		$166M Buy
4,173,299
+64,812
+2% +$2.42M 2.61% 6
2019
Q3 		$145M Buy
4,108,487
+93,746
+2% +$3.24M 2.45% 6
2019
Q2 		$145M Buy
4,014,741
+110,276
+3% +$4.02M 2.38% 6
2019
Q1 		$142M Buy
3,904,465
+197,615
+5% +$7.12M 2.43% 5
2018
Q4 		$115M Buy
3,706,850
+340,499
+10% +$10.9M 2.26% 5
2018
Q3 		$109M Buy
3,366,351
+309,804
+10% +$10.8M 1.96% 7
2018
Q2 		$109M Sell
3,056,547
-111,655
-4% -$3.54M 2.05% 8
2018
Q1 		$99.7M Buy
3,168,202
+266,398
+9% +$9.32M 1.94% 7
2017
Q4 		$113M Buy
2,901,804
+765,977
+36% +$29.5M 2.28% 6
2017
Q3 		$89.4M Buy
2,135,827
+60,108
+3% +$2.44M 1.95% 7
2017
Q2 		$82.6M Buy
2,075,719
+170,183
+9% +$6.85M 1.91% 9
2017
Q1 		$79.7M Buy
1,905,536
+1,598,865
+521% +$67.5M 2.01% 10
2016
Q4 		$12.9M Buy
306,671
+45,560
+17% +$1.94M 0.42% 68
2016
Q3 		$11.5M Buy
261,111
+32,410
+14% +$1.36M 0.33% 81
2016
Q2 		$9.92M Buy
228,701
+16,945
+8% +$691K 0.31% 83
2016
Q1 		$8.24M Buy
211,756
+21,535
+11% +$736K 0.28% 91
2015
Q4 		$6.31M Buy
190,221
+28,785
+18% +$1.08M 0.25% 97
2015
Q3 		$5.99M Buy
161,436
+20,825
+15% +$870K 0.25% 99
2015
Q2 		$6.58M Sell
140,611
-304,360
-68% -$15.1M 0.28% 92
2015
Q1 		$21.6M Buy
444,971
+100,849
+29% +$4.85M 0.94% 31
2014
Q4 		$17.7M Buy
344,122
+43,155
+14% +$2.03M 0.83% 38
2014
Q3 		$14.4M Buy
300,967
+1,313
+0.4% +$64.8K 0.74% 41
2014
Q2 		$14.2M Sell
299,654
-52,704
-15% -$2.5M 0.83% 34
2014
Q1 		$16M Buy
352,358
+59,327
+20% +$2.56M 1.09% 23
2013
Q4 		$12.8M Buy
293,031
+56,643
+24% +$2.39M 0.96% 28
2013
Q3 		$9.73M Buy
236,388
+106,563
+82% +$4.54M 0.85% 31
2013
Q2 		$5.46M Buy
+129,825
New +$5.85M 0.57% 50

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Morningstar Investment Services's ENB Position: Q1 2025 in Review

Morningstar Investment Services reduced its Enbridge (ENB) stake by 54% in Q1 2025, selling an estimated $4.2M and leaving 82,024 shares worth $3.63M. The position accounts for 0.67% of the portfolio, ranked #38.

Morningstar Investment Services first reported a position in ENB in Q2 2013 and has held it in 48 quarters since. The position peaked at $287M in Q1 2022. 1,374 funds tracked by Wall St. Rank hold ENB as of Q1 2025.

  • Morningstar Investment Services held 82,024 shares of Enbridge worth $3.63M as of Q1 2025.
  • Morningstar Investment Services sold 96,515 Enbridge shares in Q1 2025, an estimated $4.2M.
  • Enbridge made up 0.67% of Morningstar Investment Services's portfolio in Q1 2025, its #38 holding.
  • Morningstar Investment Services first reported a position in Enbridge in Q2 2013 and has held it in 48 quarters since.
  • Morningstar Investment Services's Enbridge position peaked at $287M in Q1 2022.
  • 1,374 funds tracked by Wall St. Rank held Enbridge as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.