SSWM
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Sheets Smith Wealth Management’s Enbridge ENB Stock Holding History

Sheets Smith Wealth Management’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 		$765K Hold
14,103
– – 0.08% 238
2026
Q1 		$764K Sell
14,103
-80
-0.6% -$4.08K 0.09% 225
2025
Q4 		$678K Sell
14,183
-750
-5% -$35.8K 0.07% 237
2025
Q3 		$754K Buy
14,933
+4,023
+37% +$189K 0.09% 218
2025
Q2 		$494K Hold
10,910
– – 0.06% 284
2025
Q1 		$483K Buy
10,910
+153
+1% +$6.66K 0.06% 259
2024
Q4 		$456K Hold
10,757
– – 0.06% 271
2024
Q3 		$437K Hold
10,757
– – 0.05% 270
2024
Q2 		$383K Hold
10,757
– – 0.05% 286
2024
Q1 		$389K Buy
10,757
+100
+0.9% +$3.55K 0.04% 294
2023
Q4 		$384K Buy
10,657
+475
+5% +$16K 0.05% 259
2023
Q3 		$341K Hold
10,182
– – 0.05% 258
2023
Q2 		$378K Buy
10,182
+499
+5% +$19K 0.06% 246
2023
Q1 		$369K Hold
9,683
– – 0.06% 237
2022
Q4 		$379K Sell
9,683
-1,445
-13% -$56.5K 0.06% 227
2022
Q3 		$413K Buy
11,128
+1,576
+16% +$66.5K 0.07% 203
2022
Q2 		$404K Hold
9,552
– – 0.07% 211
2022
Q1 		$440K Hold
9,552
– – 0.06% 232
2021
Q4 		$373K Hold
9,552
– – 0.05% 275
2021
Q3 		$380K Hold
9,552
– – 0.05% 259
2021
Q2 		$382K Sell
9,552
-216
-2% -$8.36K 0.05% 264
2021
Q1 		$356K Sell
9,768
-1,371
-12% -$48.2K 0.05% 254
2020
Q4 		$356K Buy
11,139
+216
+2% +$6.57K 0.05% 254
2020
Q3 		$319K Hold
10,923
– – 0.06% 234
2020
Q2 		$332K Buy
10,923
+100
+0.9% +$3.07K 0.07% 197
2020
Q1 		$315K Buy
10,823
+965
+10% +$35.8K 0.07% 201
2019
Q4 		$392K Buy
9,858
+492
+5% +$18.4K 0.07% 236
2019
Q3 		$329K Hold
9,366
– – 0.07% 239
2019
Q2 		$338K Hold
9,366
– – 0.07% 255
2019
Q1 		$340K Hold
9,366
– – 0.07% 257
2018
Q4 		$291K Buy
+9,366
New +$301K 0.08% 230

Other funds holding ENB

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return