Optimum Investment Advisors’s Enbridge ENB Stock Holding History

Optimum 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
2025 Q3	$7.57K	Sell	150 -670	-82%	-$31.5K	﹤0.01%	525
2025 Q2	$37.2K	Hold	820	–	–	0.02%	377
2025 Q1	$36.3K	Hold	820	–	–	0.02%	376
2024 Q4	$34.8K	Hold	820	–	–	0.02%	376
2024 Q3	$33.3K	Hold	820	–	–	0.01%	389
2024 Q2	$29.2K	Hold	820	–	–	0.01%	397
2024 Q1	$29.7K	Buy	820 +150	+22%	+$5.32K	0.01%	415
2023 Q4	$24.1K	Buy	+670	New	+$22.6K	0.01%	424
2022 Q4	–	Sell	-400	Closed	-$15K	–	783
2022 Q3	$15K	Hold	400	–	–	0.01%	533
2022 Q2	$17K	Hold	400	–	–	0.01%	534
2022 Q1	$18K	Hold	400	–	–	0.01%	577
2021 Q4	$16K	Hold	400	–	–	0.01%	619
2021 Q3	$16K	Sell	400 -145	-27%	-$5.72K	0.01%	618
2021 Q2	$22K	Hold	545	–	–	0.01%	643
2021 Q1	$20K	Buy	545 +400	+276%	+$14.1K	0.01%	664
2020 Q4	$5K	Hold	145	–	–	﹤0.01%	781
2020 Q3	$4K	Hold	145	–	–	﹤0.01%	778
2020 Q2	$4K	Hold	145	–	–	﹤0.01%	764
2020 Q1	$4K	Hold	145	–	–	﹤0.01%	768
2019 Q4	$6K	Hold	145	–	–	﹤0.01%	827
2019 Q3	$5K	Hold	145	–	–	﹤0.01%	880
2019 Q2	$5K	Hold	145	–	–	﹤0.01%	843
2019 Q1	$5K	Hold	145	–	–	﹤0.01%	890
2018 Q4	$5K	Hold	145	–	–	﹤0.01%	845
2018 Q3	$5K	Hold	145	–	–	﹤0.01%	917
2018 Q2	$5K	Hold	145	–	–	﹤0.01%	930
2018 Q1	$5K	Buy	+145	New	+$5.08K	﹤0.01%	897

Other funds holding ENB

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Optimum Investment Advisors's ENB Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Enbridge (ENB) stake by 82% in Q3 2025, selling an estimated $31.5K and leaving 150 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Optimum Investment Advisors first reported a position in ENB in Q1 2018 and has held it in 27 quarters since. The position peaked at $37.2K in Q2 2025. 1,409 funds tracked by Wall St. Rank hold ENB as of Q3 2025.

Optimum Investment Advisors held 150 shares of Enbridge worth $7.57K as of Q3 2025.
Optimum Investment Advisors sold 670 Enbridge shares in Q3 2025, an estimated $31.5K.
Enbridge made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #525 holding.
Optimum Investment Advisors first reported a position in Enbridge in Q1 2018 and has held it in 27 quarters since.
Optimum Investment Advisors's Enbridge position peaked at $37.2K in Q2 2025.
1,409 funds tracked by Wall St. Rank held Enbridge as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.