Sax Wealth Advisors’s Enbridge ENB Stock Holding History

Sax Wealth 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 Q2	$309K	Sell	5,713 -223	-4%	-$12.2K	0.01%	442
2026 Q1	$284K	Hold	5,936	–	–	0.01%	404
2025 Q4	$284K	Buy	5,936 +1,456	+33%	+$69.5K	0.01%	411
2025 Q3	$226K	Hold	4,480	–	–	0.01%	406
2025 Q2	$203K	Sell	4,480 -36	-0.8%	-$1.63K	0.01%	409
2025 Q1	$200K	Buy	+4,516	New	+$197K	0.01%	352
2024 Q3	–	Sell	-5,674	Closed	-$202K	–	307
2024 Q2	$202K	Buy	+5,674	New	+$203K	0.02%	264

Other funds holding ENB

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Sax Wealth Advisors's ENB Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Enbridge (ENB) stake by 3.8% in Q2 2026, selling an estimated $12.2K and leaving 5,713 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #442.

Sax Wealth Advisors first reported a position in ENB in Q2 2024 and has held it in 7 quarters since. 334 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

Sax Wealth Advisors held 5,713 shares of Enbridge worth $309K as of Q2 2026.
Sax Wealth Advisors sold 223 Enbridge shares in Q2 2026, an estimated $12.2K.
Enbridge made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #442 holding.
Sax Wealth Advisors first reported a position in Enbridge in Q2 2024 and has held it in 7 quarters since.
334 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.