Mount Yale Investment Advisors’s Enbridge ENB Stock Holding History

Mount Yale 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	$370K	Buy	6,829 +2,539	+59%	+$129K	0.01%	813
2025 Q4	$205K	Sell	4,290 -3,183	-43%	-$152K	0.01%	695
2025 Q3	$377K	Buy	7,473 +3,838	+106%	+$181K	0.03%	468
2025 Q2	$165K	Buy	+3,635	New	+$165K	0.01%	573
2020 Q2	–	Sell	-9,699	Closed	-$282K	–	342
2020 Q1	$282K	Sell	9,699 -4,823	-33%	-$179K	0.06%	237
2019 Q4	$591K	Sell	14,522 -1,692	-10%	-$63.2K	0.1%	169
2019 Q3	$620K	Buy	16,214 +430	+3%	+$14.9K	0.11%	159
2019 Q2	$529K	Sell	15,784 -147	-0.9%	-$5.35K	0.1%	173
2019 Q1	$578K	Sell	15,931 -346	-2%	-$12.5K	0.11%	152
2018 Q4	$591K	Sell	16,277 -186	-1%	-$5.98K	0.12%	150
2018 Q3	$546K	Buy	16,463 +807	+5%	+$28.2K	0.1%	160
2018 Q2	$559K	Sell	15,656 -57	-0.4%	-$1.8K	0.11%	158
2018 Q1	$494K	Buy	+15,713	New	+$550K	0.11%	173

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Mount Yale Investment Advisors's ENB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Enbridge (ENB) stake by 59% in Q1 2026, buying an estimated $129K and bringing the position to 6,829 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #813.

Mount Yale Investment Advisors first reported a position in ENB in Q1 2018 and has held it in 13 quarters since. The position peaked at $620K in Q3 2019. 1,502 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

Mount Yale Investment Advisors held 6,829 shares of Enbridge worth $370K as of Q1 2026.
Mount Yale Investment Advisors bought 2,539 Enbridge shares in Q1 2026, an estimated $129K.
Enbridge made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #813 holding.
Mount Yale Investment Advisors first reported a position in Enbridge in Q1 2018 and has held it in 13 quarters since.
Mount Yale Investment Advisors's Enbridge position peaked at $620K in Q3 2019.
1,502 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.