MWM
ENB icon

Moran Wealth Management’s Enbridge ENB Stock Holding History

Moran 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
Q4 		– Sell
-255,213
Closed -$8.51M – 429
2023
Q3 		$8.51M Buy
255,213
+37,447
+17% +$1.33M 0.33% 111
2023
Q2 		$8.1M Buy
217,766
+40,354
+23% +$1.54M 0.3% 119
2023
Q1 		$6.76M Buy
177,412
+97,783
+123% +$3.84M 0.26% 129
2022
Q4 		$3.11M Buy
+79,629
New +$3.11M 0.12% 185

Other funds holding ENB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Moran Wealth Management's ENB Position: Q4 2023 in Review

Moran Wealth Management sold out of Enbridge (ENB) in Q4 2023, closing a stake of 255,213 shares — an estimated $8.51M sold.

Moran Wealth Management first reported a position in ENB in Q4 2022 and held it in 4 quarters. The position peaked at $8.51M in Q3 2023. 1,197 funds tracked by Wall St. Rank hold ENB as of Q4 2023.

  • Moran Wealth Management reported no remaining Enbridge position as of Q4 2023 after selling out during the quarter.
  • Moran Wealth Management sold 255,213 Enbridge shares in Q4 2023, an estimated $8.51M.
  • Moran Wealth Management first reported a position in Enbridge in Q4 2022 and held it in 4 quarters.
  • Moran Wealth Management's Enbridge position peaked at $8.51M in Q3 2023.
  • 1,197 funds tracked by Wall St. Rank held Enbridge as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.