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Buckingham Strategic Wealth’s Enbridge ENB Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$813K Buy
22,841
+6,661
+41% +$238K 0.01% 373
2024
Q1 		$585K Buy
16,180
+2,916
+22% +$103K 0.01% 429
2023
Q4 		$478K Buy
13,264
+4,332
+48% +$146K 0.01% 451
2023
Q3 		$298K Buy
8,932
+1,558
+21% +$55.3K ﹤0.01% 526
2023
Q2 		$274K Sell
7,374
-7,222
-49% -$275K ﹤0.01% 551
2023
Q1 		$571K Hold
14,596
– – 0.01% 351
2022
Q4 		$571K Sell
14,596
-711
-5% -$27.8K 0.01% 353
2022
Q3 		$568K Sell
15,307
-3,690
-19% -$156K 0.01% 340
2022
Q2 		$803K Buy
18,997
+1,691
+10% +$75.5K 0.02% 287
2022
Q1 		$798K Buy
17,306
+58
+0.3% +$2.48K 0.02% 284
2021
Q4 		$674K Sell
17,248
-19
-0.1% -$762 0.01% 310
2021
Q3 		$687K Buy
17,267
+2,174
+14% +$85.7K 0.01% 300
2021
Q2 		$604K Buy
15,093
+8,899
+144% +$344K 0.01% 317
2021
Q1 		$225K Sell
6,194
-1,314
-18% -$46.2K 0.01% 493
2020
Q4 		$240K Buy
+7,508
New +$228K 0.01% 464
2019
Q2 		– Sell
-19,306
Closed -$700K – 442
2019
Q1 		$700K Buy
19,306
+1,531
+9% +$55.2K 0.09% 173
2018
Q4 		$552K Buy
17,775
+6,830
+62% +$220K 0.08% 171
2018
Q3 		$353K Buy
+10,945
New +$382K 0.05% 244
2018
Q1 		– Sell
-5,614
Closed -$220K – 325
2017
Q4 		$220K Buy
+5,614
New +$216K 0.05% 285

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Buckingham Strategic Wealth's ENB Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Enbridge (ENB) stake by 41% in Q2 2024, buying an estimated $238K and bringing the position to 22,841 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #373.

Buckingham Strategic Wealth first reported a position in ENB in Q4 2017 and has held it in 19 quarters since. 1,239 funds tracked by Wall St. Rank hold ENB as of Q2 2024.

  • Buckingham Strategic Wealth held 22,841 shares of Enbridge worth $813K as of Q2 2024.
  • Buckingham Strategic Wealth bought 6,661 Enbridge shares in Q2 2024, an estimated $238K.
  • Enbridge made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #373 holding.
  • Buckingham Strategic Wealth first reported a position in Enbridge in Q4 2017 and has held it in 19 quarters since.
  • 1,239 funds tracked by Wall St. Rank held Enbridge as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.