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Rockwood Wealth Management’s Enbridge ENB Stock Holding History

Rockwood Wealth Management’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 		$587K Sell
10,830
-90
-0.8% -$4.94K 0.04% 71
2026
Q1 		$591K Buy
10,920
+3
+0% +$153 0.04% 64
2025
Q4 		$522K Hold
10,917
– – 0.04% 63
2025
Q3 		$551K Hold
10,917
– – 0.04% 62
2025
Q2 		$495K Hold
10,917
– – 0.04% 63
2025
Q1 		$484K Sell
10,917
-3,284
-23% -$143K 0.05% 56
2024
Q4 		$598K Buy
14,201
+3,284
+30% +$137K 0.06% 48
2024
Q3 		$443K Sell
10,917
-190
-2% -$7.32K 0.05% 53
2024
Q2 		$395K Buy
11,107
+285
+3% +$10.2K 0.05% 56
2024
Q1 		$392K Sell
10,822
-41
-0.4% -$1.46K 0.05% 56
2023
Q4 		$391K Buy
10,863
+41
+0.4% +$1.38K 0.06% 54
2023
Q3 		$359K Hold
10,822
– – 0.06% 49
2023
Q2 		$402K Hold
10,822
– – 0.07% 51
2023
Q1 		$413K Hold
10,822
– – 0.08% 48
2022
Q4 		$423K Hold
10,822
– – 0.1% 46
2022
Q3 		$402K Hold
10,822
– – 0.13% 43
2022
Q2 		$457K Hold
10,822
– – 0.21% 38
2022
Q1 		$475K Hold
10,822
– – 0.23% 39
2021
Q4 		$423K Buy
+10,822
New +$434K 0.19% 62

Other funds holding ENB

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rockwood Wealth Management's ENB Position: Q2 2026 in Review

Rockwood Wealth Management reduced its Enbridge (ENB) stake by 0.82% in Q2 2026, selling an estimated $4.94K and leaving 10,830 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #71.

Rockwood Wealth Management first reported a position in ENB in Q4 2021 and has held it in 19 quarters since. The position peaked at $598K in Q4 2024. 689 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Rockwood Wealth Management held 10,830 shares of Enbridge worth $587K as of Q2 2026.
  • Rockwood Wealth Management sold 90 Enbridge shares in Q2 2026, an estimated $4.94K.
  • Enbridge made up 0.04% of Rockwood Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Rockwood Wealth Management first reported a position in Enbridge in Q4 2021 and has held it in 19 quarters since.
  • Rockwood Wealth Management's Enbridge position peaked at $598K in Q4 2024.
  • 689 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.