Waldron Private Wealth’s Enbridge ENB Stock Holding History

Waldron Private Wealth’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
2025 Q1	–	Sell	-6,378	Closed	-$271K	–	342
2024 Q4	$271K	Buy	6,378 +3	+0%	+$126	0.01%	356
2024 Q3	$259K	Buy	6,375 +349	+6%	+$13.4K	0.01%	353
2024 Q2	$214K	Buy	6,026 +214	+4%	+$7.64K	0.01%	383
2024 Q1	$210K	Sell	5,812 -141	-2%	-$5K	0.01%	387
2023 Q4	$214K	Buy	+5,953	New	+$201K	0.01%	379
2023 Q2	–	Sell	-6,105	Closed	-$233K	–	394
2023 Q1	$233K	Buy	+6,105	New	+$239K	0.01%	366

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Waldron Private Wealth's ENB Position: Q1 2025 in Review

Waldron Private Wealth sold out of Enbridge (ENB) in Q1 2025, closing a stake of 6,378 shares — an estimated $271K sold.

Waldron Private Wealth first reported a position in ENB in Q1 2023 and held it in 6 quarters. The position peaked at $271K in Q4 2024. 1,373 funds tracked by Wall St. Rank hold ENB as of Q1 2025.

Waldron Private Wealth reported no remaining Enbridge position as of Q1 2025 after selling out during the quarter.
Waldron Private Wealth sold 6,378 Enbridge shares in Q1 2025, an estimated $271K.
Waldron Private Wealth first reported a position in Enbridge in Q1 2023 and held it in 6 quarters.
Waldron Private Wealth's Enbridge position peaked at $271K in Q4 2024.
1,373 funds tracked by Wall St. Rank held Enbridge as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.