ENB β€” Enbridge Inc.

Ownership history in M. Kraus & Co  Β·  36 quarters on record

This page tracks every 13F SEC filing in which M. Kraus & Co reported a position in Enbridge Inc. (ENB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.43% (2017 Q1)
πŸ“Š Avg. % of fund
1.99%
πŸ“… First filed
2017 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
36

Position Intelligence

M. Kraus & Co Γ— ENB AI Analytics

πŸ“‰ M. Kraus & Co underperformed the S&P 500 by –5.7% annually on this ENB position. Timing score: 44% (15/34 decisions correct). Average cost basis: $26.51. Maximum drawdown during holding period: –25.8%.

πŸ“ˆ Position Alpha vs SPY
-5.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 5.7% ann.
35 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
15 of 34 add/trim decisions correct

πŸ’° Entry Quality
$26.51
+78.0% vs current ($47.20)

Best entry: $23.02 (2020 Q4)  Β·  Worst: $47.20 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–25.8%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
40%
buy-side decisions

14 adds Β· 21 trims. Bought during 6 of 15 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.91% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ENB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 142,848 +105 +0.1% 1.91% $6.8M $47.20
2025 Q3 REDUCED 142,743 -1,516 -1.1% 2.01% $7.2M $49.79
2025 Q2 ADDED 144,259 +1,675 +1.2% 1.92% $6.5M $44.09
2025 Q1 REDUCED 142,584 -197 -0.1% 1.92% $6.3M $42.45
2024 Q4 ADDED 142,781 +1,895 +1.3% 1.82% $6.1M $40.05
2024 Q3 REDUCED 140,886 -1,327 -0.9% 1.68% $5.7M $37.75
2024 Q2 REDUCED 142,213 -2,440 -1.7% 1.55% $5.1M $32.53
2024 Q1 ADDED 144,653 +2,369 +1.7% 1.59% $5.2M $32.48
2023 Q4 ADDED 142,284 +1,491 +1.1% 1.67% $5.1M $31.70
2023 Q3 ADDED 140,793 +7,745 +5.8% 1.68% $4.7M $28.65
26 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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