DLCIG
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D.L. Carlson Investment Group’s Enbridge ENB Stock Holding History

D.L. Carlson Investment Group’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
Q3 		– Sell
-5,673
Closed -$211K – 134
2023
Q2 		$211K Sell
5,673
-168
-3% -$6.4K 0.04% 128
2023
Q1 		$223K Sell
5,841
-3,335
-36% -$131K 0.05% 120
2022
Q4 		$359K Sell
9,176
-557
-6% -$21.8K 0.08% 106
2022
Q3 		$361K Sell
9,733
-148
-1% -$6.24K 0.08% 105
2022
Q2 		$418K Sell
9,881
-466
-5% -$20.8K 0.09% 106
2022
Q1 		$477K Hold
10,347
– – 0.08% 109
2021
Q4 		$404K Hold
10,347
– – 0.06% 112
2021
Q3 		$412K Sell
10,347
-206
-2% -$8.13K 0.07% 111
2021
Q2 		$423K Sell
10,553
-147
-1% -$5.69K 0.07% 113
2021
Q1 		$389K Hold
10,700
– – 0.07% 116
2020
Q4 		$342K Sell
10,700
-540
-5% -$16.4K 0.06% 114
2020
Q3 		$328K Sell
11,240
-3,618
-24% -$114K 0.07% 106
2020
Q2 		$452K Hold
14,858
– – 0.13% 100
2020
Q1 		$432K Sell
14,858
-3,251
-18% -$120K 0.16% 105
2019
Q4 		$720K Sell
18,109
-1,016
-5% -$37.9K 0.21% 94
2019
Q3 		$671K Sell
19,125
-634
-3% -$21.9K 0.21% 94
2019
Q2 		$713K Sell
19,759
-186
-0.9% -$6.78K 0.22% 92
2019
Q1 		$723K Sell
19,945
-532
-3% -$19.2K 0.21% 92
2018
Q4 		$636K Sell
20,477
-2,922
-12% -$94K 0.21% 94
2018
Q3 		$756K Sell
23,399
-32,011
-58% -$1.12M 0.21% 95
2018
Q2 		$1.98M Sell
55,410
-345
-0.6% -$10.9K 0.6% 66
2018
Q1 		$1.75M Sell
55,755
-3,139
-5% -$110K 0.55% 67
2017
Q4 		$2.3M Sell
58,894
-4,802
-8% -$185K 0.68% 62
2017
Q3 		$2.67M Buy
63,696
+2,245
+4% +$91.3K 0.83% 50
2017
Q2 		$2.45M Buy
61,451
+8,597
+16% +$346K 0.72% 62
2017
Q1 		$2.21M Buy
+52,854
New +$2.23M 0.75% 62

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

D.L. Carlson Investment Group's ENB Position: Q3 2023 in Review

D.L. Carlson Investment Group sold out of Enbridge (ENB) in Q3 2023, closing a stake of 5,673 shares — an estimated $211K sold.

D.L. Carlson Investment Group first reported a position in ENB in Q1 2017 and held it in 26 quarters. The position peaked at $2.67M in Q3 2017. 1,165 funds tracked by Wall St. Rank hold ENB as of Q3 2023.

  • D.L. Carlson Investment Group reported no remaining Enbridge position as of Q3 2023 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 5,673 Enbridge shares in Q3 2023, an estimated $211K.
  • D.L. Carlson Investment Group first reported a position in Enbridge in Q1 2017 and held it in 26 quarters.
  • D.L. Carlson Investment Group's Enbridge position peaked at $2.67M in Q3 2017.
  • 1,165 funds tracked by Wall St. Rank held Enbridge as of Q3 2023.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2023, filed 2 Nov 2023.