Summit Financial’s Enbridge ENB Stock Holding History

Summit Financial’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	$1.55M	Buy	28,685 +399	+1%	+$20.3K	0.02%	639
2025 Q4	$1.35M	Buy	28,286 +1,656	+6%	+$79.1K	0.02%	578
2025 Q3	$1.34M	Buy	26,630 +489	+2%	+$23K	0.02%	569
2025 Q2	$1.18M	Buy	26,141 +2,556	+11%	+$116K	0.03%	385
2025 Q1	$1.05M	Buy	23,585 +439	+2%	+$19.1K	0.03%	367
2024 Q4	$982K	Buy	+23,146	New	+$969K	0.03%	317

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

Summit Financial's ENB Position: Q1 2026 in Review

Summit Financial increased its Enbridge (ENB) stake by 1.4% in Q1 2026, buying an estimated $20.3K and bringing the position to 28,685 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #639.

Summit Financial first reported a position in ENB in Q4 2024 and has held it in 6 quarters since. 1,498 funds tracked by Wall St. Rank hold ENB as of Q1 2026.

Summit Financial held 28,685 shares of Enbridge worth $1.55M as of Q1 2026.
Summit Financial bought 399 Enbridge shares in Q1 2026, an estimated $20.3K.
Enbridge made up 0.02% of Summit Financial's portfolio in Q1 2026, its #639 holding.
Summit Financial first reported a position in Enbridge in Q4 2024 and has held it in 6 quarters since.
1,498 funds tracked by Wall St. Rank held Enbridge as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.