Next Financial Group’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$1.72M Buy
44,037
+22,720
+107% +$911K 0.11% 199
2021
Q3
$848K Buy
21,317
+2,843
+15% +$112K 0.07% 310
2021
Q2
$739K Buy
18,474
+1,906
+12% +$73.8K 0.06% 344
2021
Q1
$603K Sell
16,568
-413
-2% -$14.5K 0.05% 361
2020
Q4
$543K Buy
16,981
+3,782
+29% +$115K 0.05% 346
2020
Q3
$386K Buy
13,199
+467
+4% +$14.7K 0.04% 412
2020
Q2
$387K Sell
12,732
-6,090
-32% -$187K 0.05% 346
2020
Q1
$548K Sell
18,822
-5,278
-22% -$196K 0.07% 252
2019
Q4
$958K Buy
24,100
+2,864
+13% +$107K 0.1% 237
2019
Q3
$745K Sell
21,236
-3,979
-16% -$138K 0.08% 278
2019
Q2
$910K Buy
25,215
+10,170
+68% +$370K 0.1% 241
2019
Q1
$546K Buy
15,045
+8,485
+129% +$306K 0.14% 100
2018
Q4
$204K Sell
6,560
-3,456
-35% -$111K 0.04% 386
2018
Q3
$323K Buy
10,016
+893
+10% +$31.2K 0.15% 137
2018
Q2
$326K Buy
+9,123
New +$289K 0.13% 188
2017
Q4
Sell
-4,196
Closed -$174K 560
2017
Q3
$174K Buy
4,196
+1,465
+54% +$59.6K 0.05% 350
2017
Q2
$109K Buy
2,731
+411
+18% +$16.5K 0.03% 517
2017
Q1
$96K Buy
2,320
+963
+71% +$40.7K 0.03% 502
2016
Q4
$57K Buy
1,357
+9
+0.7% +$384 0.01% 903
2016
Q3
$60K Buy
1,348
+934
+226% +$39.1K 0.01% 863
2016
Q2
$17K Hold
414
0.01% 1027
2016
Q1
$16K Sell
414
-83
-17% -$2.84K 0.01% 1015
2015
Q4
$16K Hold
497
0.01% 1006
2015
Q3
$18K Hold
497
0.01% 986
2015
Q2
$23K Hold
497
0.01% 943
2015
Q1
$24K Hold
497
0.01% 921
2014
Q4
$26K Sell
497
-1,131
-69% -$53.3K 0.01% 877
2014
Q3
$78K Buy
1,628
+4
+0.2% +$198 0.02% 744
2014
Q2
$79K Buy
+1,624
New +$76.9K 0.04% 261

Other funds holding ENB

Next Financial Group's ENB Position: Q4 2021 in Review

Next Financial Group increased its Enbridge (ENB) stake by 107% in Q4 2021, buying an estimated $911K and bringing the position to 44,037 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #199.

Next Financial Group first reported a position in ENB in Q2 2014 and has held it in 29 quarters since. 1,183 funds tracked by Wall St. Rank hold ENB as of Q4 2021.

  • Next Financial Group held 44,037 shares of Enbridge worth $1.72M as of Q4 2021.
  • Next Financial Group bought 22,720 Enbridge shares in Q4 2021, an estimated $911K.
  • Enbridge made up 0.11% of Next Financial Group's portfolio in Q4 2021, its #199 holding.
  • Next Financial Group first reported a position in Enbridge in Q2 2014 and has held it in 29 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Enbridge as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.