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Octavia Wealth Advisors’s Enbridge ENB Stock Holding History

Octavia Wealth 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
Q2 		$351K Sell
6,477
-1,008
-13% -$55.3K 0.03% 157
2026
Q1 		$405K Sell
7,485
-76
-1% -$3.87K 0.04% 147
2025
Q4 		$362K Sell
7,561
-442
-6% -$21.1K 0.03% 168
2025
Q3 		$404K Buy
8,003
+2,439
+44% +$115K 0.04% 157
2025
Q2 		$252K Sell
5,564
-1,880
-25% -$85.3K 0.03% 191
2025
Q1 		$330K Hold
7,444
– – 0.04% 160
2024
Q4 		$316K Sell
7,444
-283
-4% -$11.8K 0.04% 156
2024
Q3 		$314K Sell
7,727
-308
-4% -$11.9K 0.04% 160
2024
Q2 		$286K Buy
8,035
+2,157
+37% +$77.1K 0.04% 171
2024
Q1 		$213K Sell
5,878
-2,340
-28% -$83K 0.03% 203
2023
Q4 		$296K Sell
8,218
-1,058
-11% -$35.7K 0.05% 173
2023
Q3 		$311K Buy
9,276
+1,983
+27% +$70.4K 0.06% 140
2023
Q2 		$271K Buy
7,293
+742
+11% +$28.3K 0.06% 152
2023
Q1 		$250K Buy
6,551
+16
+0.2% +$628 0.06% 156
2022
Q4 		$256K Sell
6,535
-114
-2% -$4.46K 0.06% 154
2022
Q3 		$247K Buy
6,649
+43
+0.7% +$1.81K 0.07% 144
2022
Q2 		$280K Sell
6,606
-188
-3% -$8.39K 0.07% 131
2022
Q1 		$313K Sell
6,794
-859
-11% -$36.8K 0.07% 139
2021
Q4 		$299K Buy
7,653
+1,378
+22% +$55.3K 0.06% 149
2021
Q3 		$251K Sell
6,275
-1,288
-17% -$50.8K 0.06% 155
2021
Q2 		$303K Buy
7,563
+140
+2% +$5.42K 0.08% 131
2021
Q1 		$270K Buy
+7,423
New +$261K 0.08% 138

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Octavia Wealth Advisors's ENB Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Enbridge (ENB) stake by 13% in Q2 2026, selling an estimated $55.3K and leaving 6,477 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #157.

Octavia Wealth Advisors first reported a position in ENB in Q1 2021 and has held it in 22 quarters since. The position peaked at $405K in Q1 2026. 1,516 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Octavia Wealth Advisors held 6,477 shares of Enbridge worth $351K as of Q2 2026.
  • Octavia Wealth Advisors sold 1,008 Enbridge shares in Q2 2026, an estimated $55.3K.
  • Enbridge made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • Octavia Wealth Advisors first reported a position in Enbridge in Q1 2021 and has held it in 22 quarters since.
  • Octavia Wealth Advisors's Enbridge position peaked at $405K in Q1 2026.
  • 1,516 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.