Madison Wealth Management’s Enbridge ENB Stock Holding History

Madison 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 Q1	–	Sell	-25,842	Closed	-$1.01M	–	157
2022 Q4	$1.01M	Hold	25,842	–	–	0.23%	86
2022 Q3	$959K	Hold	25,842	–	–	0.24%	87
2022 Q2	$1.09M	Hold	25,842	–	–	0.26%	83
2022 Q1	$1.19M	Sell	25,842 -495	-2%	-$21.2K	0.25%	80
2021 Q4	$1.03M	Sell	26,337 -3,648	-12%	-$146K	0.21%	87
2021 Q3	$1.19M	Buy	29,985 +5,790	+24%	+$228K	0.26%	79
2021 Q2	$969K	Buy	24,195 +12,600	+109%	+$488K	0.21%	90
2021 Q1	$423K	Buy	+11,595	New	+$408K	0.1%	112
2020 Q1	–	Sell	-144,422	Closed	-$5.74M	–	121
2019 Q4	$5.74M	Buy	+144,422	New	+$5.39M	1.65%	17

Other funds holding ENB

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

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Madison Wealth Management's ENB Position: Q1 2023 in Review

Madison Wealth Management sold out of Enbridge (ENB) in Q1 2023, closing a stake of 25,842 shares — an estimated $1.01M sold.

Madison Wealth Management first reported a position in ENB in Q4 2019 and held it in 9 quarters. The position peaked at $5.74M in Q4 2019. 1,197 funds tracked by Wall St. Rank hold ENB as of Q1 2023.

Madison Wealth Management reported no remaining Enbridge position as of Q1 2023 after selling out during the quarter.
Madison Wealth Management sold 25,842 Enbridge shares in Q1 2023, an estimated $1.01M.
Madison Wealth Management first reported a position in Enbridge in Q4 2019 and held it in 9 quarters.
Madison Wealth Management's Enbridge position peaked at $5.74M in Q4 2019.
1,197 funds tracked by Wall St. Rank held Enbridge as of Q1 2023.

Based on Madison Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.