SageView Advisory Group’s Enbridge ENB Stock Holding History

SageView Advisory Group’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	–	Sell	-4,032	Closed	-$193K	–	1133
2025 Q4	$193K	Sell	4,032 -618	-13%	-$29.5K	0.01%	617
2025 Q3	$235K	Sell	4,650 -996	-18%	-$46.9K	0.01%	586
2025 Q2	$252K	Sell	5,646 -34	-0.6%	-$1.54K	0.01%	541
2025 Q1	$252K	Buy	5,680 +19	+0.3%	+$827	0.01%	517
2024 Q4	$240K	Buy	+5,661	New	+$237K	0.01%	518
2024 Q1	–	Sell	-9,606	Closed	-$346K	–	580
2023 Q4	$346K	Buy	+9,606	New	+$324K	0.01%	470

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

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

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

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

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

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

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

SageView Advisory Group's ENB Position: Q1 2026 in Review

SageView Advisory Group sold out of Enbridge (ENB) in Q1 2026, closing a stake of 4,032 shares — an estimated $193K sold.

SageView Advisory Group first reported a position in ENB in Q4 2023 and held it in 6 quarters. The position peaked at $346K in Q4 2023. 1,512 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

SageView Advisory Group reported no remaining Enbridge position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 4,032 Enbridge shares in Q1 2026, an estimated $193K.
SageView Advisory Group first reported a position in Enbridge in Q4 2023 and held it in 6 quarters.
SageView Advisory Group's Enbridge position peaked at $346K in Q4 2023.
1,512 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.