Phillips Wealth Planners’s Enbridge ENB Stock Holding History

Phillips Wealth Planners’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 Q1	$318K	Sell	5,839 -401	-6%	-$20.4K	0.24%	144
2025 Q4	$295K	Sell	6,240 -212	-3%	-$10.1K	0.24%	146
2025 Q3	$321K	Sell	6,452 -26	-0.4%	-$1.22K	0.27%	128
2025 Q2	$286K	Sell	6,478 -48	-0.7%	-$2.18K	0.26%	138
2025 Q1	$282K	Sell	6,526 -66	-1%	-$2.87K	0.3%	122
2024 Q4	$287K	Sell	6,592 -120	-2%	-$5.02K	0.29%	123
2024 Q3	$281K	Sell	6,712 -88	-1%	-$3.39K	0.27%	134
2024 Q2	$243K	Buy	6,800 +92	+1%	+$3.29K	0.26%	151
2024 Q1	$221K	Buy	+6,708	New	+$238K	0.25%	156
2023 Q4	–	Sell	-6,723	Closed	-$216K	–	161
2023 Q3	$216K	Buy	6,723 +5	+0.1%	+$177	0.29%	134
2023 Q2	$250K	Buy	6,718 +169	+3%	+$6.44K	0.33%	113
2023 Q1	$259K	Buy	+6,549	New	+$257K	0.34%	111

Other funds holding ENB

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Phillips Wealth Planners's ENB Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Enbridge (ENB) stake by 6.4% in Q1 2026, selling an estimated $20.4K and leaving 5,839 shares worth $318K. The position accounts for 0.24% of the portfolio, ranked #144.

Phillips Wealth Planners first reported a position in ENB in Q1 2023 and has held it in 12 quarters since. The position peaked at $321K in Q3 2025. 1,498 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

Phillips Wealth Planners held 5,839 shares of Enbridge worth $318K as of Q1 2026.
Phillips Wealth Planners sold 401 Enbridge shares in Q1 2026, an estimated $20.4K.
Enbridge made up 0.24% of Phillips Wealth Planners's portfolio in Q1 2026, its #144 holding.
Phillips Wealth Planners first reported a position in Enbridge in Q1 2023 and has held it in 12 quarters since.
Phillips Wealth Planners's Enbridge position peaked at $321K in Q3 2025.
1,498 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.