Root Financial Partners
ENB icon

Root Financial Partners’s Enbridge ENB Stock Holding History

Root Financial Partners’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
Q3 		$220K Sell
4,736
-288
-6% -$14.9K 0.01% 411
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

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Root Financial Partners's ENB Position: Q3 2026 in Review

Root Financial Partners reduced its Enbridge (ENB) stake by 5.7% in Q3 2026, selling an estimated $14.9K and leaving 4,736 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #411.

Root Financial Partners first reported a position in ENB in Q3 2025 and has held it in 5 quarters since. The position peaked at $317K in Q4 2025. 877 funds tracked by Wall St. Rank hold ENB as of Q3 2026.

  • Root Financial Partners held 4,736 shares of Enbridge worth $220K as of Q3 2026.
  • Root Financial Partners sold 288 Enbridge shares in Q3 2026, an estimated $14.9K.
  • Enbridge made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #411 holding.
  • Root Financial Partners first reported a position in Enbridge in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Enbridge position peaked at $317K in Q4 2025.
  • 877 funds tracked by Wall St. Rank held Enbridge as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.