Waverly Advisors 13F: Adds $210K to Enbridge (ENB) Stake

Waverly Advisors grew its holdings in energy infrastructure firm Enbridge Inc. during the quarter.

Reviewed by automated data checks against the source filing. How we make and check alerts

Waverly Advisors added 3,878 shares to its stake in Enbridge Inc. ($ENB), a 1.59% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 248,191 shares worth $13.45 million at the end of the quarter.

Since the filing, $ENB is up 4.9% after 1 week, up 1.1% after 1 month and down 11.8% to date (from the $54.56 close on May 15, 2026).

Find the original: Waverly Advisors 13F filings on SEC EDGAR

ENB Enbridge Inc.
$48.10 +4.00% year to date
Daily close · Oct 16, 2026

Key Points

  • Waverly Advisors lifted its position in Enbridge Inc. ENB by 1.6% during the period, adding 3,878 shares to finish with 248,191 shares valued at roughly $13.5 million.
  • Shares of Enbridge traded near $54.21 as the energy company maintains a forward P/E ratio of 20.9.
  • RBC Capital maintained an Outperform rating on Enbridge stock on August 3, 2026, setting a $84.00 price target.

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Waverly Advisors Boosts Enbridge Inc. Stake

Waverly Advisors raised its holdings in Enbridge Inc. ENB on the New York Stock Exchange during the reporting period, according to a Form 13F filing with the Securities and Exchange Commission. The filing reflects holdings as of the period ended May 15, 2026, and may not reflect the firm's current investments today.

Inside the Portfolio Move

The firm expanded its stake by adding 3,878 shares, which worked out to a 1.58% increase over its prior holding of 244,313 shares. That brought Waverly Advisors' total position to 248,191 shares. Based on the valuation rules of the filing, the total stake was worth about $13.45 million.

Enbridge Stock Valuation and Trading Levels

Enbridge shares recently changed hands at $54.21. The energy infrastructure company trades with a trailing price-to-earnings ratio of 26.05 and a forward P/E ratio of 20.95. Its shares have moved between a 52-week low of $45.03 and a 52-week high of $58.45.

Analysts Set New Price Targets

Wall Street firms continue to update their views on the pipeline operator. On August 3, 2026, RBC Capital maintained its Outperform rating on the stock while lifting its price target from $79.00 to $84.00. Overall, the stock carries four analyst opinions with a consensus recommendation of Buy and a mean price target of $51.90.

Enbridge Infrastructure Services

Headquartered in Calgary, Canada, Enbridge Inc. operates as a major energy infrastructure company with 14,800 employees. The business runs through four main divisions that handle liquids pipelines, natural gas transmission, gas distribution and storage, and renewable power generation across North America.

Looking Ahead for the Firm

Institutional holdings reports offer a backward-looking glance at portfolio adjustments made by wealth managers. Investors tracking Enbridge will also look ahead to its next scheduled financial results release, which is expected on November 6, 2026.

Source: Waverly Advisors's 13F filing on $ENB (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Waverly Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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