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Enbridge shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Enbridge (ENB) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Enbridge

Tip: Access up to 7 years of quarterly data

All positions including Enbridge held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Enbridge by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $291k 6.1k 47.83
2025-09-30 $298k 6.0k 49.59
2025-03-31 $241k 5.4k 44.31
2024-12-31 $224k 5.2k 42.92
2024-09-30 $213k 5.2k 40.61

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPBO)
Pimco Etf Tr Ultra Short Govt (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Raytheon Technologies Corp (RTX)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
3M Company (MMM)
Valero Energy Corporation (VLO)

View all positions for Summit Financial Wealth Advisors

Top funds holding Enbridge

Royal Bank of Canada
Vanguard Group
GQG Partners
TD Asset Management
Deutsche Bank Aktiengesellschaft
Goodman & Company, Investment Counsel
CIBC World Markets
Norges Bank Investment Management
Geode Capital Management
National Bank Of Canada /fi/
Legal & General Group
Mackenzie Financial
Toronto-Dominion Bank
Jpmorgan Chase & Co
Goldman Sachs Group

View all funds holding Enbridge