Root Financial Partners’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$272K Buy
5,024
+1,105
+28% +$60.6K 0.01% 311
2026
Q1
$212K Sell
3,919
-2,713
-41% -$138K 0.01% 320
2025
Q4
$317K Buy
6,632
+1,061
+19% +$50.7K 0.02% 223
2025
Q3
$281K Buy
+5,571
New +$262K 0.02% 221

Other funds holding ENB

Root Financial Partners's ENB Position: Q2 2026 in Review

Root Financial Partners increased its Enbridge (ENB) stake by 28% in Q2 2026, buying an estimated $60.6K and bringing the position to 5,024 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #311.

Root Financial Partners first reported a position in ENB in Q3 2025 and has held it in 4 quarters since. The position peaked at $317K in Q4 2025. 1,521 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Root Financial Partners held 5,024 shares of Enbridge worth $272K as of Q2 2026.
  • Root Financial Partners bought 1,105 Enbridge shares in Q2 2026, an estimated $60.6K.
  • Enbridge made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #311 holding.
  • Root Financial Partners first reported a position in Enbridge in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Enbridge position peaked at $317K in Q4 2025.
  • 1,521 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.