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Sound View Wealth Advisors Group’s Enbridge ENB Stock Holding History

Sound View Wealth Advisors 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 		$251K Sell
4,629
-215
-4% -$11K 0.02% 372
2025
Q4 		$232K Sell
4,844
-325
-6% -$15.5K 0.02% 388
2025
Q3 		$261K Sell
5,169
-63
-1% -$2.96K 0.02% 371
2025
Q2 		$237K Sell
5,232
-72
-1% -$3.27K 0.02% 379
2025
Q1 		$235K Buy
5,304
+243
+5% +$10.6K 0.02% 372
2024
Q4 		$215K Sell
5,061
-780
-13% -$32.7K 0.02% 390
2024
Q3 		$237K Buy
+5,841
New +$225K 0.02% 375
2024
Q2 		– Sell
-5,541
Closed -$200K – 362
2024
Q1 		$200K Sell
5,541
-1,839
-25% -$65.3K 0.02% 363
2023
Q4 		$266K Sell
7,380
-724
-9% -$24.4K 0.03% 326
2023
Q3 		$272K Sell
8,104
-1,140
-12% -$40.5K 0.03% 304
2023
Q2 		$343K Sell
9,244
-1,098
-11% -$41.9K 0.05% 270
2023
Q1 		$395K Buy
10,342
+2,962
+40% +$116K 0.05% 251
2022
Q4 		$266K Buy
7,380
+768
+12% +$30K 0.03% 326
2022
Q3 		$245K Sell
6,612
-1,379
-17% -$58.2K 0.05% 236
2022
Q2 		$338K Sell
7,991
-73
-0.9% -$3.26K 0.07% 206
2022
Q1 		$372K Buy
8,064
+56
+0.7% +$2.4K 0.07% 206
2021
Q4 		$313K Sell
8,008
-235
-3% -$9.42K 0.06% 232
2021
Q3 		$328K Sell
8,243
-2,095
-20% -$82.6K 0.07% 220
2021
Q2 		$414K Buy
10,338
+869
+9% +$33.6K 0.09% 193
2021
Q1 		$345K Buy
9,469
+81
+0.9% +$2.85K 0.08% 197
2020
Q4 		$300K Buy
9,388
+1,236
+15% +$37.6K 0.07% 200
2020
Q3 		$238K Sell
8,152
-32
-0.4% -$1.01K 0.06% 222
2020
Q2 		$249K Buy
8,184
+688
+9% +$21.1K 0.07% 205
2020
Q1 		$218K Sell
7,496
-282
-4% -$10.5K 0.08% 197
2019
Q4 		$309K Sell
7,778
-236
-3% -$8.81K 0.09% 184
2019
Q3 		$281K Hold
8,014
– – 0.08% 197
2019
Q2 		$289K Buy
+8,014
New +$292K 0.09% 201

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GQG Partners
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Sound View Wealth Advisors Group's ENB Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Enbridge (ENB) stake by 4.4% in Q1 2026, selling an estimated $11K and leaving 4,629 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #372.

Sound View Wealth Advisors Group first reported a position in ENB in Q2 2019 and has held it in 27 quarters since. The position peaked at $414K in Q2 2021. 1,498 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

  • Sound View Wealth Advisors Group held 4,629 shares of Enbridge worth $251K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 215 Enbridge shares in Q1 2026, an estimated $11K.
  • Enbridge made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #372 holding.
  • Sound View Wealth Advisors Group first reported a position in Enbridge in Q2 2019 and has held it in 27 quarters since.
  • Sound View Wealth Advisors Group's Enbridge position peaked at $414K in Q2 2021.
  • 1,498 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.