NWMG
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National Wealth Management Group’s Enbridge ENB Stock Holding History

National Wealth Management Group’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 		$542K Sell
9,996
-287
-3% -$15.7K 0.17% 113
2026
Q1 		$557K Sell
10,283
-1,587
-13% -$80.8K 0.21% 98
2025
Q4 		$568K Sell
11,870
-410
-3% -$19.6K 0.2% 114
2025
Q3 		$620K Sell
12,280
-584
-5% -$27.5K 0.23% 104
2025
Q2 		$583K Buy
12,864
+103
+0.8% +$4.67K 0.33% 75
2025
Q1 		$565K Buy
12,761
+414
+3% +$18K 0.37% 62
2024
Q4 		$524K Buy
12,347
+1,104
+10% +$46.2K 0.35% 65
2024
Q3 		$457K Sell
11,243
-2,992
-21% -$115K 0.31% 79
2024
Q2 		$507K Sell
14,235
-139
-1% -$4.97K 0.39% 62
2024
Q1 		$520K Buy
14,374
+258
+2% +$9.15K 0.4% 61
2023
Q4 		$508K Buy
14,116
+2,883
+26% +$97.2K 0.49% 53
2023
Q3 		$377K Sell
11,233
-354
-3% -$12.6K 0.41% 83
2023
Q2 		$417K Sell
11,587
-251
-2% -$9.57K 0.43% 73
2023
Q1 		$455K Buy
11,838
+406
+4% +$15.9K 0.52% 53
2022
Q4 		$447K Sell
11,432
-216
-2% -$8.45K 0.54% 59
2022
Q3 		$432K Buy
11,648
+2,788
+31% +$118K 0.56% 48
2022
Q2 		$374K Buy
8,860
+143
+2% +$6.38K 0.47% 58
2022
Q1 		$402K Buy
8,717
+2,427
+39% +$104K 0.39% 69
2021
Q4 		$246K Buy
+6,290
New +$252K 0.23% 107

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

National Wealth Management Group's ENB Position: Q2 2026 in Review

National Wealth Management Group reduced its Enbridge (ENB) stake by 2.8% in Q2 2026, selling an estimated $15.7K and leaving 9,996 shares worth $542K. The position accounts for 0.17% of the portfolio, ranked #113.

National Wealth Management Group first reported a position in ENB in Q4 2021 and has held it in 19 quarters since. The position peaked at $620K in Q3 2025. 386 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • National Wealth Management Group held 9,996 shares of Enbridge worth $542K as of Q2 2026.
  • National Wealth Management Group sold 287 Enbridge shares in Q2 2026, an estimated $15.7K.
  • Enbridge made up 0.17% of National Wealth Management Group's portfolio in Q2 2026, its #113 holding.
  • National Wealth Management Group first reported a position in Enbridge in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's Enbridge position peaked at $620K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.