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Peak Financial Advisors’s Enbridge ENB Stock Holding History

Peak Financial 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 		$650K Hold
11,994
– – 0.27% 51
2026
Q1 		$649K Hold
11,994
– – 0.29% 47
2025
Q4 		$574K Sell
11,994
-213
-2% -$10.2K 0.26% 69
2025
Q3 		$616K Hold
12,207
– – 0.3% 60
2025
Q2 		$553K Sell
12,207
-41
-0.3% -$1.86K 0.28% 48
2025
Q1 		$543K Sell
12,248
-87
-0.7% -$3.79K 0.28% 53
2024
Q4 		$523K Buy
12,335
+138
+1% +$5.78K 0.27% 54
2024
Q3 		$495K Sell
12,197
-143
-1% -$5.51K 0.25% 59
2024
Q2 		$439K Buy
12,340
+79
+0.6% +$2.82K 0.25% 54
2024
Q1 		$444K Buy
12,261
+100
+0.8% +$3.55K 0.27% 53
2023
Q4 		$438K Buy
12,161
+1,668
+16% +$56.2K 0.29% 52
2023
Q3 		$348K Sell
10,493
-386
-4% -$13.7K 0.38% 31
2023
Q2 		$404K Buy
10,879
+4,021
+59% +$153K 0.32% 43
2023
Q1 		$262K Buy
6,858
+124
+2% +$4.86K 0.22% 48
2022
Q4 		$263K Sell
6,734
-589
-8% -$23K 0.24% 49
2022
Q3 		$272K Sell
7,323
-2,165
-23% -$91.3K 0.33% 50
2022
Q2 		$401K Sell
9,488
-2,635
-22% -$118K 0.4% 47
2022
Q1 		$559K Buy
12,123
+477
+4% +$20.4K 0.48% 48
2021
Q4 		$455K Buy
11,646
+2,826
+32% +$113K 0.35% 50
2021
Q3 		$351K Buy
8,820
+925
+12% +$36.5K 0.31% 52
2021
Q2 		$316K Buy
+7,895
New +$306K 0.27% 62

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
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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Peak Financial Advisors's ENB Position: Q2 2026 in Review

Peak Financial Advisors held its Enbridge (ENB) position steady in Q2 2026 at 11,994 shares worth $650K. The position accounts for 0.27% of the portfolio, ranked #51.

Peak Financial Advisors first reported a position in ENB in Q2 2021 and has held it in 21 quarters since. 330 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Peak Financial Advisors held 11,994 shares of Enbridge worth $650K as of Q2 2026.
  • Peak Financial Advisors left its Enbridge share count unchanged in Q2 2026.
  • Enbridge made up 0.27% of Peak Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Peak Financial Advisors first reported a position in Enbridge in Q2 2021 and has held it in 21 quarters since.
  • 330 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.