Pacific Capital Wealth Advisors’s Enbridge ENB Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-2,148	Closed	-$91.1K	–	176
2024 Q4	$91.1K	Hold	2,148	–	–	0.02%	115
2024 Q3	$87.2K	Hold	2,148	–	–	0.01%	116
2024 Q2	$76.4K	Hold	2,148	–	–	0.01%	123
2024 Q1	$77.7K	Hold	2,148	–	–	0.02%	103
2023 Q4	$77.4K	Buy	+2,148	New	+$72.4K	0.02%	107
2022 Q4	–	Sell	-8,176	Closed	-$303K	–	93
2022 Q3	$303K	Buy	+8,176	New	+$345K	0.08%	69
2020 Q4	–	Sell	-2,148	Closed	-$63K	–	101
2020 Q3	$63K	Buy	+2,148	New	+$67.6K	0.04%	94

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

Pacific Capital Wealth Advisors's ENB Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Enbridge (ENB) in Q1 2025, closing a stake of 2,148 shares — an estimated $91.1K sold.

Pacific Capital Wealth Advisors first reported a position in ENB in Q3 2020 and held it in 7 quarters. The position peaked at $303K in Q3 2022. 1,377 funds tracked by Wall St. Rank hold ENB as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Enbridge position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 2,148 Enbridge shares in Q1 2025, an estimated $91.1K.
Pacific Capital Wealth Advisors first reported a position in Enbridge in Q3 2020 and held it in 7 quarters.
Pacific Capital Wealth Advisors's Enbridge position peaked at $303K in Q3 2022.
1,377 funds tracked by Wall St. Rank held Enbridge as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.