BerganKDV Wealth Management’s Enbridge ENB Stock Holding History

BerganKDV Wealth Management’s Portfolio ENB Stock Details ENB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$51.1K	Buy	1,376 +15	+1%	+$572	0.01%	370
2023 Q1	$51.9K	Buy	1,361 +14	+1%	+$549	0.01%	386
2022 Q4	$52.7K	Sell	1,347 -321	-19%	-$12.6K	0.01%	373
2022 Q3	$62K	Buy	1,668 +341	+26%	+$14.4K	0.01%	350
2022 Q2	$56K	Buy	1,327 +6	+0.5%	+$268	0.01%	366
2022 Q1	$61K	Buy	1,321 +8	+0.6%	+$343	0.01%	375
2021 Q4	$51K	Buy	1,313 +136	+12%	+$5.45K	0.01%	419
2021 Q3	$47K	Buy	1,177 +24	+2%	+$947	0.01%	408
2021 Q2	$46K	Buy	1,153 +130	+13%	+$5.03K	0.01%	397
2021 Q1	$37K	Buy	1,023 +193	+23%	+$6.78K	﹤0.01%	404
2020 Q4	$27K	Buy	830 +65	+8%	+$1.98K	﹤0.01%	427
2020 Q3	$22K	Sell	765 -339	-31%	-$10.7K	﹤0.01%	411
2020 Q2	$34K	Buy	1,104 +330	+43%	+$10.1K	0.01%	391
2020 Q1	$23K	Buy	774 +670	+644%	+$24.8K	﹤0.01%	401
2019 Q4	$4K	Hold	104	–	–	﹤0.01%	658
2019 Q3	$4K	Sell	104 -335	-76%	-$11.6K	﹤0.01%	580
2019 Q2	$16K	Hold	439	–	–	﹤0.01%	450
2019 Q1	$16K	Hold	439	–	–	﹤0.01%	455
2018 Q4	$14K	Buy	439 +335	+322%	+$10.8K	﹤0.01%	427
2018 Q3	$3K	Hold	104	–	–	﹤0.01%	562
2018 Q2	$4K	Buy	+104	New	+$3.29K	﹤0.01%	568

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BerganKDV Wealth Management's ENB Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Enbridge (ENB) stake by 1.1% in Q2 2023, buying an estimated $572 and bringing the position to 1,376 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #370.

BerganKDV Wealth Management first reported a position in ENB in Q2 2018 and has held it in 21 quarters since. The position peaked at $62K in Q3 2022. 1,197 funds tracked by Wall St. Rank hold ENB as of Q2 2023.

BerganKDV Wealth Management held 1,376 shares of Enbridge worth $51.1K as of Q2 2023.
BerganKDV Wealth Management bought 15 Enbridge shares in Q2 2023, an estimated $572.
Enbridge made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #370 holding.
BerganKDV Wealth Management first reported a position in Enbridge in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Enbridge position peaked at $62K in Q3 2022.
1,197 funds tracked by Wall St. Rank held Enbridge as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.