SFMG Wealth Advisors’s Enbridge ENB Stock Holding History

SFMG 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 Q1	$468K	Hold	8,646	–	–	0.03%	194
2025 Q4	$414K	Buy	8,646 +28	+0.3%	+$1.34K	0.03%	205
2025 Q3	$435K	Buy	8,618 +2,265	+36%	+$107K	0.03%	190
2025 Q2	$288K	Hold	6,353	–	–	0.02%	215
2025 Q1	$282K	Sell	6,353 -95	-1%	-$4.13K	0.02%	209
2024 Q4	$274K	Sell	6,448 -893	-12%	-$37.4K	0.02%	210
2024 Q3	$298K	Buy	7,341 +57	+0.8%	+$2.2K	0.02%	202
2024 Q2	$259K	Sell	7,284 -176	-2%	-$6.29K	0.02%	211
2024 Q1	$270K	Buy	7,460 +120	+2%	+$4.26K	0.02%	209
2023 Q4	$264K	Hold	7,340	–	–	0.02%	202
2023 Q3	$246K	Hold	7,340	–	–	0.03%	203
2023 Q2	$273K	Sell	7,340 -3,583	-33%	-$137K	0.03%	186
2023 Q1	$417K	Buy	10,923 +250	+2%	+$9.81K	0.04%	147
2022 Q4	$417K	Hold	10,673	–	–	0.05%	150
2022 Q3	$380K	Hold	10,673	–	–	0.04%	146
2022 Q2	$451K	Hold	10,673	–	–	0.05%	136
2022 Q1	$492K	Buy	10,673 +590	+6%	+$25.3K	0.05%	146
2021 Q4	$394K	Buy	+10,083	New	+$404K	0.04%	172

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

SFMG Wealth Advisors's ENB Position: Q1 2026 in Review

SFMG Wealth Advisors held its Enbridge (ENB) position steady in Q1 2026 at 8,646 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #194.

SFMG Wealth Advisors first reported a position in ENB in Q4 2021 and has held it in 18 quarters since. The position peaked at $492K in Q1 2022. 1,498 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

SFMG Wealth Advisors held 8,646 shares of Enbridge worth $468K as of Q1 2026.
SFMG Wealth Advisors left its Enbridge share count unchanged in Q1 2026.
Enbridge made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #194 holding.
SFMG Wealth Advisors first reported a position in Enbridge in Q4 2021 and has held it in 18 quarters since.
SFMG Wealth Advisors's Enbridge position peaked at $492K in Q1 2022.
1,498 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.