Oxler Private Wealth’s Enbridge ENB Stock Holding History

Oxler Private Wealth’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	-9,791	Closed	-$326K	–	78
2023 Q3	$326K	Buy	9,791 +149	+2%	+$5.29K	0.16%	76
2023 Q2	$359K	Buy	9,642 +147	+2%	+$5.6K	0.17%	77
2023 Q1	$362K	Buy	9,495 +135	+1%	+$5.29K	0.18%	79
2022 Q4	$366K	Buy	9,360 +124	+1%	+$4.85K	0.2%	81
2022 Q3	$344K	Buy	9,236 +122	+1%	+$5.14K	0.19%	82
2022 Q2	$384K	Buy	9,114 +112	+1%	+$5K	0.18%	85
2022 Q1	$414K	Buy	9,002 +115	+1%	+$4.92K	0.19%	89
2021 Q4	$347K	Buy	8,887 +130	+1%	+$5.21K	0.14%	101
2021 Q3	$348K	Sell	8,757 -297	-3%	-$11.7K	0.15%	105
2021 Q2	$362K	Buy	9,054 +297	+3%	+$11.5K	0.16%	107
2021 Q1	$318K	Hold	8,757	–	–	0.16%	101
2020 Q4	$280K	Buy	+8,757	New	+$266K	0.16%	88

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Oxler Private Wealth's ENB Position: Q4 2023 in Review

Oxler Private Wealth sold out of Enbridge (ENB) in Q4 2023, closing a stake of 9,791 shares — an estimated $326K sold.

Oxler Private Wealth first reported a position in ENB in Q4 2020 and held it in 12 quarters. The position peaked at $414K in Q1 2022. 1,197 funds tracked by Wall St. Rank hold ENB as of Q4 2023.

Oxler Private Wealth reported no remaining Enbridge position as of Q4 2023 after selling out during the quarter.
Oxler Private Wealth sold 9,791 Enbridge shares in Q4 2023, an estimated $326K.
Oxler Private Wealth first reported a position in Enbridge in Q4 2020 and held it in 12 quarters.
Oxler Private Wealth's Enbridge position peaked at $414K in Q1 2022.
1,197 funds tracked by Wall St. Rank held Enbridge as of Q4 2023.

Based on Oxler Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.