Code Waechter LLC ENB — ENBRIDGE INC

Ownership history in Code Waechter LLC  ·  7 quarters on record

AI Ownership Summary

Code Waechter LLC reported ENBRIDGE INC (ENB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.48% in 2024 Q3. The latest visible filing shows ENB at 0.62% 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.

What this ENB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Code Waechter 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
2026 Q1

ENB was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Code Waechter LLC fund profile Code Waechter LLC full holdings
How Code Waechter LLC held ENB — position size vs. price
% of Fund (quarterly)    ENB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 19,279 -814 -4.1% 0.62% $1.0M 2026-04-15 $52.61
2025 Q4 REDUCED — — — 20,093 -259 -1.3% 0.62% $961K 2026-01-26 $47.25
2025 Q3 REDUCED — — — 20,352 -55 -0.3% 0.63% $967K 2025-10-22 $47.08
2025 Q2 REDUCED 32.2% +11.3% ❌ 20,407 -9,704 -32.2% 0.66% $925K 2025-08-05 $45.47
2025 Q1 REDUCED 21.3% +3.9% ❌ 30,111 -8,168 -21.3% 1.10% $1.3M 2025-04-30 $44.73
2024 Q4 ADDED — — — 38,279 +29 +0.1% 1.42% $1.6M 2025-01-13 $40.97
2024 Q3 INITIATED — — — 38,250 — — 1.48% $1.6M 2024-10-10 $38.00

🏢 Other funds also holding ENB

As of 2026 Q1 — sorted by position size

Dupree Financial Group, LLC 5.47% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 4.1% JCIC Asset Management Inc. 3Y 7Y 3.3% Maryland State Retirement & Pension System 3Y 3.22% QV Investors Inc. 3Y 7Y 3.19% S.E.E.D. Planning Group LLC 3Y 3.05% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 3.03% Addenda Capital Inc. 3Y 7Y 2.99% CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3Y 7Y 2.68% Ausbil Investment Management Ltd 3Y 2.68%

FAQ About Code Waechter 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 Code Waechter LLC reported owning ENB?

Code Waechter LLC reported ENB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ENB position in Code Waechter LLC's portfolio?

The largest reported portfolio weight for ENB was 1.48% in 2024 Q3.

What is the latest reported ENB position on this page?

The most recent filing on this page is 2026 Q1, when Code Waechter LLC reported 19,279 shares, equal to 0.62% of portfolio, with an estimated market value of $1.0M.

What does the chart on this ENB ownership page compare?

The chart compares Code Waechter 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.

How well did Code Waechter LLC time their ENB position?

Based on 13F filing dates vs. subsequent ENB price moves, Code Waechter LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on ENB relative to SPY over the holding period was +7.8%.

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