ENB β€” ENBRIDGE INC

Ownership history in Capital Asset Advisory Services LLC  Β·  27 quarters on record

AI Ownership Summary

Capital Asset Advisory Services LLC reported ENBRIDGE INC (ENB) in 27 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows ENB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ENB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Asset Advisory Services LLC's position in ENBRIDGE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ENB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ENB stock page Capital Asset Advisory Services LLC fund profile Capital Asset Advisory Services LLC full holdings
How Capital Asset Advisory Services LLC held ENB β€” position size vs. price
% of Fund (quarterly)    ENB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 5,005 +55 +1.1% 0.01% $253K 2025-10-02 $49.04
2025 Q2 REDUCED 4,950 -233 -4.5% 0.01% $222K 2025-07-07 $42.95
2025 Q1 REDUCED 5,183 -6,061 -53.9% 0.01% $234K 2025-04-09 $40.02
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ENB

As of 2026 Q1 β€” sorted by position size

JCIC Asset Management Inc. 3Y 7Y 3.3% Addenda Capital Inc. 3Y 7Y 2.99% Ausbil Investment Management Ltd 3Y 2.68% SL ADVISORS, LLC 3Y 7Y 2.57% Verity & Verity, LLC 3Y 7Y 2.34% Old North State Wealth Management, LLC 2.32% M. Kraus & Co 3Y 7Y 2.25% Kentucky Trust Co 2.16% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 2.13% ADVOCATE GROUP LLC 3Y 2.01%

FAQ About Capital Asset Advisory Services LLC and ENB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Asset Advisory Services LLC reported owning ENB?

Capital Asset Advisory Services LLC reported ENB across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported ENB position in Capital Asset Advisory Services LLC's portfolio?

The largest reported portfolio weight for ENB was 0.01% in 2025 Q1.

What is the latest reported ENB position on this page?

The most recent filing on this page is 2025 Q3, when Capital Asset Advisory Services LLC reported 5,005 shares, equal to 0.01% of portfolio, with an estimated market value of $253K.

What does the chart on this ENB ownership page compare?

The chart compares Capital Asset Advisory Services LLC's quarterly ENB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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