Valeo Financial Advisors’s Enbridge ENB Stock Holding History

Valeo Financial Advisors’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	$303K	Sell	5,596 -43	-0.8%	-$2.36K	0.01%	621
2026 Q1	$305K	Sell	5,639 -738	-12%	-$37.6K	0.01%	539
2025 Q4	$305K	Buy	6,377 +429	+7%	+$20.5K	0.01%	618
2025 Q3	$300K	Buy	+5,948	New	+$280K	0.01%	610
2025 Q2	–	Sell	-5,056	Closed	-$224K	–	792
2025 Q1	$224K	Sell	5,056 -885	-15%	-$38.5K	0.01%	613
2024 Q4	$252K	Buy	5,941 +267	+5%	+$11.2K	0.01%	595
2024 Q3	$230K	Buy	+5,674	New	+$219K	0.01%	615
2024 Q2	–	Sell	-6,505	Closed	-$232K	–	694
2024 Q1	$232K	Buy	+6,505	New	+$231K	0.01%	572
2023 Q4	–	Sell	-8,101	Closed	-$269K	–	680
2023 Q3	$269K	Buy	8,101 +1,520	+23%	+$53.9K	0.01%	489
2023 Q2	$244K	Buy	6,581 +337	+5%	+$12.8K	0.01%	481
2023 Q1	$238K	Buy	6,244 +467	+8%	+$18.3K	0.01%	505
2022 Q4	$226K	Sell	5,777 -3	-0.1%	-$117	0.01%	453
2022 Q3	$214K	Sell	5,780 -115	-2%	-$4.85K	0.01%	429
2022 Q2	$249K	Sell	5,895 -745	-11%	-$33.3K	0.02%	392
2022 Q1	$306K	Buy	6,640 +893	+16%	+$38.2K	0.02%	443
2021 Q4	$225K	Buy	5,747 +4	+0.1%	+$160	0.01%	488
2021 Q3	$229K	Buy	+5,743	New	+$227K	0.01%	465
2021 Q2	–	Sell	-6,807	Closed	-$248K	–	889
2021 Q1	$248K	Buy	6,807 +194	+3%	+$6.82K	0.01%	394
2020 Q4	$212K	Sell	6,613 -7,589	-53%	-$231K	0.01%	407
2020 Q3	$415K	Sell	14,202 -5,407	-28%	-$170K	0.04%	212
2020 Q2	$597K	Sell	19,609 -2,742	-12%	-$84.2K	0.05%	169
2020 Q1	$641K	Sell	22,351 -5,966	-21%	-$221K	0.07%	156
2019 Q4	$1.13M	Sell	28,317 -9,992	-26%	-$373K	0.11%	125
2019 Q3	$1.34M	Sell	38,309 -3,753	-9%	-$130K	0.15%	89
2019 Q2	$1.52M	Sell	42,062 -22,336	-35%	-$814K	0.17%	87
2019 Q1	$2.33M	Sell	64,398 -6,956	-10%	-$251K	0.28%	61
2018 Q4	$2.22M	Buy	71,354 +28,811	+68%	+$926K	0.31%	55
2018 Q3	$1.32M	Buy	42,543 +27,203	+177%	+$950K	0.18%	93
2018 Q2	$548K	Buy	15,340 +11,413	+291%	+$361K	0.08%	161
2018 Q1	$124K	Buy	3,927 +165	+4%	+$5.78K	0.02%	326
2017 Q4	$147K	Buy	3,762 +262	+7%	+$10.1K	0.02%	282
2017 Q3	$146K	Buy	+3,500	New	+$142K	0.03%	237

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

Valeo Financial Advisors's ENB Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Enbridge (ENB) stake by 0.76% in Q2 2026, selling an estimated $2.36K and leaving 5,596 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #621.

Valeo Financial Advisors first reported a position in ENB in Q3 2017 and has held it in 32 quarters since. The position peaked at $2.33M in Q1 2019. 475 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

Valeo Financial Advisors held 5,596 shares of Enbridge worth $303K as of Q2 2026.
Valeo Financial Advisors sold 43 Enbridge shares in Q2 2026, an estimated $2.36K.
Enbridge made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #621 holding.
Valeo Financial Advisors first reported a position in Enbridge in Q3 2017 and has held it in 32 quarters since.
Valeo Financial Advisors's Enbridge position peaked at $2.33M in Q1 2019.
475 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.