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 Q2	$304K	Sell	5,519 -320	-5%	-$17.6K	0.22%	149
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 $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Phillips Wealth Planners's ENB Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Enbridge (ENB) stake by 5.5% in Q2 2026, selling an estimated $17.6K and leaving 5,519 shares worth $304K. The position accounts for 0.22% of the portfolio, ranked #149.

Phillips Wealth Planners first reported a position in ENB in Q1 2023 and has held it in 13 quarters since. The position peaked at $321K in Q3 2025. 1,519 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

Phillips Wealth Planners held 5,519 shares of Enbridge worth $304K as of Q2 2026.
Phillips Wealth Planners sold 320 Enbridge shares in Q2 2026, an estimated $17.6K.
Enbridge made up 0.22% of Phillips Wealth Planners's portfolio in Q2 2026, its #149 holding.
Phillips Wealth Planners first reported a position in Enbridge in Q1 2023 and has held it in 13 quarters since.
Phillips Wealth Planners's Enbridge position peaked at $321K in Q3 2025.
1,519 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.