Unique Wealth Strategies’s Enbridge ENB Stock Holding History

Unique Wealth Strategies’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	$205K	Sell	3,778 -28	-0.7%	-$1.54K	0.07%	209
2026 Q1	$206K	Buy	+3,806	New	+$194K	0.08%	203
2024 Q3	–	Sell	-7,041	Closed	-$255K	–	350
2024 Q2	$255K	Hold	7,041	–	–	0.12%	171
2024 Q1	$255K	Sell	7,041 -6,000	-46%	-$213K	0.12%	171
2023 Q4	$470K	Buy	+13,041	New	+$440K	0.31%	114

Other funds holding ENB

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Unique Wealth Strategies's ENB Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Enbridge (ENB) stake by 0.74% in Q2 2026, selling an estimated $1.54K and leaving 3,778 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #209.

Unique Wealth Strategies first reported a position in ENB in Q4 2023 and has held it in 5 quarters since. The position peaked at $470K in Q4 2023. 475 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

Unique Wealth Strategies held 3,778 shares of Enbridge worth $205K as of Q2 2026.
Unique Wealth Strategies sold 28 Enbridge shares in Q2 2026, an estimated $1.54K.
Enbridge made up 0.07% of Unique Wealth Strategies's portfolio in Q2 2026, its #209 holding.
Unique Wealth Strategies first reported a position in Enbridge in Q4 2023 and has held it in 5 quarters since.
Unique Wealth Strategies's Enbridge position peaked at $470K in Q4 2023.
475 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.