Nelson Capital Management’s Enbridge ENB Stock Holding History

Nelson Capital 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
2025 Q1	–	Sell	-4,975	Closed	-$211K	–	103
2024 Q4	$211K	Sell	4,975 -955	-16%	-$40K	0.03%	102
2024 Q3	$241K	Sell	5,930 -2,057	-26%	-$79.2K	0.04%	100
2024 Q2	$284K	Hold	7,987	–	–	0.05%	94
2024 Q1	$289K	Hold	7,987	–	–	0.06%	92
2023 Q4	$288K	Hold	7,987	–	–	0.06%	85
2023 Q3	$265K	Hold	7,987	–	–	0.07%	84
2023 Q2	$297K	Hold	7,987	–	–	0.08%	78
2023 Q1	$305K	Hold	7,987	–	–	0.09%	75
2022 Q4	$312K	Hold	7,987	–	–	0.09%	80
2022 Q3	$296K	Sell	7,987 -180	-2%	-$7.59K	0.09%	84
2022 Q2	$345K	Sell	8,167 -100	-1%	-$4.46K	0.1%	82
2022 Q1	$381K	Hold	8,267	–	–	0.07%	85
2021 Q4	$323K	Hold	8,267	–	–	0.06%	90
2021 Q3	$329K	Hold	8,267	–	–	0.07%	84
2021 Q2	$331K	Hold	8,267	–	–	0.07%	85
2021 Q1	$301K	Hold	8,267	–	–	0.06%	86
2020 Q4	$264K	Sell	8,267 -2,343	-22%	-$71.3K	0.06%	86
2020 Q3	$310K	Hold	10,610	–	–	0.05%	86
2020 Q2	$323K	Buy	+10,610	New	+$326K	0.07%	79
2019 Q4	–	Sell	-6,356	Closed	-$223K	–	157
2019 Q3	$223K	Sell	6,356 -4,254	-40%	-$147K	0.05%	91
2019 Q2	$383K	Buy	+10,610	New	+$386K	0.09%	76
2019 Q1	–	Sell	-98	Closed	-$3K	–	312
2018 Q4	$3K	Hold	98	–	–	﹤0.01%	248
2018 Q3	$3K	Hold	98	–	–	﹤0.01%	245
2018 Q2	$3K	Buy	+98	New	+$3.1K	﹤0.01%	235
2018 Q1	–	Sell	-565	Closed	-$22K	–	278
2017 Q4	$22K	Hold	565	–	–	0.01%	198
2017 Q3	$24K	Hold	565	–	–	0.01%	174
2017 Q2	$22K	Hold	565	–	–	0.01%	183
2017 Q1	$24K	Buy	+565	New	+$23.9K	0.01%	179

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $199B AUM 37.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Nelson Capital Management's ENB Position: Q1 2025 in Review

Nelson Capital Management sold out of Enbridge (ENB) in Q1 2025, closing a stake of 4,975 shares — an estimated $211K sold.

Nelson Capital Management first reported a position in ENB in Q1 2017 and held it in 28 quarters. The position peaked at $383K in Q2 2019. 1,377 funds tracked by Wall St. Rank hold ENB as of Q1 2025.

Nelson Capital Management reported no remaining Enbridge position as of Q1 2025 after selling out during the quarter.
Nelson Capital Management sold 4,975 Enbridge shares in Q1 2025, an estimated $211K.
Nelson Capital Management first reported a position in Enbridge in Q1 2017 and held it in 28 quarters.
Nelson Capital Management's Enbridge position peaked at $383K in Q2 2019.
1,377 funds tracked by Wall St. Rank held Enbridge as of Q1 2025.

Based on Nelson Capital Management's 13F filing for Q1 2025, filed 6 May 2025.