SOA Wealth Advisors’s Enbridge ENB Stock Holding History

SOA 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	$49.5K	Buy	915 +608	+198%	+$31K	0.01%	368
2025 Q4	$14.7K	Sell	307 -451	-59%	-$21.5K	﹤0.01%	547
2025 Q3	$38.2K	Buy	758 +451	+147%	+$21.2K	0.01%	414
2025 Q2	$13.9K	Hold	307	–	–	﹤0.01%	557
2025 Q1	$13.6K	Hold	307	–	–	﹤0.01%	530
2024 Q4	$13K	Hold	307	–	–	﹤0.01%	520
2024 Q3	$12.5K	Hold	307	–	–	﹤0.01%	515
2024 Q2	$10.9K	Hold	307	–	–	﹤0.01%	527
2024 Q1	$11.1K	Hold	307	–	–	﹤0.01%	524
2023 Q4	$11.1K	Hold	307	–	–	﹤0.01%	515
2023 Q3	$10.3K	Hold	307	–	–	﹤0.01%	519
2023 Q2	$11.4K	Hold	307	–	–	﹤0.01%	516
2023 Q1	$11.7K	Hold	307	–	–	﹤0.01%	506
2022 Q4	$12K	Hold	307	–	–	﹤0.01%	499
2022 Q3	$11K	Hold	307	–	–	﹤0.01%	492
2022 Q2	$12K	Hold	307	–	–	﹤0.01%	465
2022 Q1	$14K	Buy	+307	New	+$13.1K	﹤0.01%	521
2021 Q4	–	Sell	-307	Closed	-$12K	–	899
2021 Q3	$12K	Hold	307	–	–	﹤0.01%	542
2021 Q2	$12K	Hold	307	–	–	﹤0.01%	543
2021 Q1	$11K	Hold	307	–	–	﹤0.01%	495
2020 Q4	$11K	Buy	+307	New	+$9.34K	﹤0.01%	491

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

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

SOA Wealth Advisors increased its Enbridge (ENB) stake by 198% in Q1 2026, buying an estimated $31K and bringing the position to 915 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #368.

SOA Wealth Advisors first reported a position in ENB in Q4 2020 and has held it in 21 quarters since. 1,497 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

SOA Wealth Advisors held 915 shares of Enbridge worth $49.5K as of Q1 2026.
SOA Wealth Advisors bought 608 Enbridge shares in Q1 2026, an estimated $31K.
Enbridge made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #368 holding.
SOA Wealth Advisors first reported a position in Enbridge in Q4 2020 and has held it in 21 quarters since.
1,497 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.