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Recurrent Investment Advisors’s Enbridge ENB Stock Holding History

Recurrent 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
2026
Q1 		$25.2M Buy
465,619
+2,400
+0.5% +$122K 1.52% 21
2025
Q4 		$22.2M Sell
463,219
-1,316
-0.3% -$62.8K 1.64% 22
2025
Q3 		$23.4M Buy
464,535
+436
+0.1% +$20.5K 1.8% 20
2025
Q2 		$21M Buy
464,099
+549
+0.1% +$24.9K 1.7% 20
2025
Q1 		$20.5M Buy
463,550
+2,448
+0.5% +$107K 1.74% 20
2024
Q4 		$19.6M Buy
461,102
+5,882
+1% +$246K 1.8% 20
2024
Q3 		$18.5M Sell
455,220
-1,024
-0.2% -$39.4K 1.84% 21
2024
Q2 		$16.2M Buy
456,244
+66,347
+17% +$2.37M 1.71% 21
2024
Q1 		$14.1M Buy
389,897
+1,987
+0.5% +$70.5K 1.64% 19
2023
Q4 		$14M Buy
387,910
+339
+0.1% +$11.4K 2.05% 19
2023
Q3 		$12.9M Buy
387,571
+60,000
+18% +$2.13M 1.89% 18
2023
Q2 		$12.2M Buy
327,571
+22,300
+7% +$850K 2.06% 19
2023
Q1 		$11.6M Buy
305,271
+29,627
+11% +$1.16M 2.3% 18
2022
Q4 		$10.8M Buy
275,644
+92,000
+50% +$3.6M 2.3% 17
2022
Q3 		$6.81M Buy
183,644
+14,200
+8% +$599K 1.84% 18
2022
Q2 		$7.16M Hold
169,444
– – 2.17% 18
2022
Q1 		$7.81M Sell
169,444
-1,000
-0.6% -$42.8K 2.48% 17
2021
Q4 		$6.66M Buy
170,444
+13,700
+9% +$549K 2.69% 16
2021
Q3 		$6.24M Buy
156,744
+17,530
+13% +$691K 2.74% 16
2021
Q2 		$5.57M Buy
139,214
+8,606
+7% +$333K 2.81% 16
2021
Q1 		$4.75M Buy
130,608
+136
+0.1% +$4.78K 3.01% 15
2020
Q4 		$4.17M Buy
130,472
+6,330
+5% +$193K 3.1% 14
2020
Q3 		$3.63M Sell
124,142
-3,470
-3% -$109K 3.86% 13
2020
Q2 		$3.88M Buy
127,612
+28,553
+29% +$877K 3.65% 12
2020
Q1 		$2.88M Buy
99,059
+17,465
+21% +$647K 5.41% 7
2019
Q4 		$3.25M Buy
+81,594
New +$3.05M 4.14% 9

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GQG Partners
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Recurrent Investment Advisors's ENB Position: Q1 2026 in Review

Recurrent Investment Advisors increased its Enbridge (ENB) stake by 0.52% in Q1 2026, buying an estimated $122K and bringing the position to 465,619 shares worth $25.2M. The position accounts for 1.52% of the portfolio, ranked #21.

Recurrent Investment Advisors first reported a position in ENB in Q4 2019 and has held it in 26 quarters since. 1,498 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

  • Recurrent Investment Advisors held 465,619 shares of Enbridge worth $25.2M as of Q1 2026.
  • Recurrent Investment Advisors bought 2,400 Enbridge shares in Q1 2026, an estimated $122K.
  • Enbridge made up 1.52% of Recurrent Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • Recurrent Investment Advisors first reported a position in Enbridge in Q4 2019 and has held it in 26 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.