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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
Q2 		$1.8M Buy
33,126
+4,441
+15% +$244K 0.02% 664
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Summit Financial's ENB Position: Q2 2026 in Review

Summit Financial increased its Enbridge (ENB) stake by 15% in Q2 2026, buying an estimated $244K and bringing the position to 33,126 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #664.

Summit Financial first reported a position in ENB in Q4 2024 and has held it in 7 quarters since. 1,522 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • Summit Financial held 33,126 shares of Enbridge worth $1.8M as of Q2 2026.
  • Summit Financial bought 4,441 Enbridge shares in Q2 2026, an estimated $244K.
  • Enbridge made up 0.02% of Summit Financial's portfolio in Q2 2026, its #664 holding.
  • Summit Financial first reported a position in Enbridge in Q4 2024 and has held it in 7 quarters since.
  • 1,522 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.