Cassady Schiller Wealth Management’s Enbridge ENB Stock Holding History

Cassady Schiller 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
2024 Q4	$32.7K	Hold	771	–	–	0.01%	240
2024 Q3	$31.3K	Hold	771	–	–	0.01%	235
2024 Q2	$27.4K	Hold	771	–	–	0.01%	246
2024 Q1	$27.9K	Hold	771	–	–	0.01%	257
2023 Q4	$27.8K	Hold	771	–	–	0.01%	253
2023 Q3	$25.9K	Sell	771 -728	-49%	-$25.8K	0.01%	255
2023 Q2	$55.7K	Buy	1,499 +728	+94%	+$27.8K	0.03%	184
2023 Q1	$29.4K	Hold	771	–	–	0.01%	240
2022 Q4	$30.1K	Buy	+771	New	+$30.2K	0.02%	235
2022 Q1	–	Sell	-839	Closed	-$33K	–	260
2021 Q4	$33K	Buy	+839	New	+$33.6K	0.02%	235

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cassady Schiller Wealth Management's ENB Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Enbridge (ENB) position steady in Q4 2024 at 771 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #240.

Cassady Schiller Wealth Management first reported a position in ENB in Q4 2021 and has held it in 10 quarters since. The position peaked at $55.7K in Q2 2023. 1,342 funds tracked by Wall St. Rank hold ENB as of Q4 2024.

Cassady Schiller Wealth Management held 771 shares of Enbridge worth $32.7K as of Q4 2024.
Cassady Schiller Wealth Management left its Enbridge share count unchanged in Q4 2024.
Enbridge made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #240 holding.
Cassady Schiller Wealth Management first reported a position in Enbridge in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Enbridge position peaked at $55.7K in Q2 2023.
1,342 funds tracked by Wall St. Rank held Enbridge as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.