Summit Financial Wealth Advisors’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$343K Buy
6,327
+18
+0.3% +$987 0.04% 163
2026
Q1
$342K Buy
6,309
+230
+4% +$11.7K 0.05% 141
2025
Q4
$291K Buy
6,079
+71
+1% +$3.39K 0.04% 151
2025
Q3
$298K Buy
6,008
+461
+8% +$21.7K 0.05% 141
2025
Q2
$251K Buy
5,547
+100
+2% +$4.54K 0.05% 145
2025
Q1
$241K Buy
5,447
+225
+4% +$9.79K 0.05% 127
2024
Q4
$224K Sell
5,222
-25
-0.5% -$1.05K 0.04% 140
2024
Q3
$213K Buy
+5,247
New +$202K 0.04% 144

Other funds holding ENB

Summit Financial Wealth Advisors's ENB Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Enbridge (ENB) stake by 0.29% in Q2 2026, buying an estimated $987 and bringing the position to 6,327 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #163.

Summit Financial Wealth Advisors first reported a position in ENB in Q3 2024 and has held it in 8 quarters since. 1,516 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Summit Financial Wealth Advisors held 6,327 shares of Enbridge worth $343K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 18 Enbridge shares in Q2 2026, an estimated $987.
  • Enbridge made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Summit Financial Wealth Advisors first reported a position in Enbridge in Q3 2024 and has held it in 8 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.