Sutton Wealth Advisors’s Enbridge ENB Stock Holding History

Sutton Wealth Advisors’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	$2.01K	Sell	60 -78	-57%	-$2.77K	﹤0.01%	722
2023 Q2	$5.13K	Hold	138	–	–	﹤0.01%	559
2023 Q1	$5.26K	Sell	138 -2,789	-95%	-$109K	﹤0.01%	511
2022 Q4	$114K	Hold	2,927	–	–	0.04%	233
2022 Q3	$109K	Hold	2,927	–	–	0.04%	238
2022 Q2	$124K	Hold	2,927	–	–	0.05%	215
2022 Q1	$135K	Hold	2,927	–	–	0.05%	214
2021 Q4	$114K	Hold	2,927	–	–	0.04%	236
2021 Q3	$116K	Sell	2,927 -34	-1%	-$1.34K	0.04%	234
2021 Q2	$119K	Hold	2,961	–	–	0.04%	230
2021 Q1	$108K	Hold	2,961	–	–	0.04%	231
2020 Q4	$94.7K	Sell	2,961 -53	-2%	-$1.61K	0.04%	232
2020 Q3	$88K	Hold	3,014	–	–	0.04%	226
2020 Q2	$91.7K	Sell	3,014 -376	-11%	-$11.6K	0.05%	217
2020 Q1	$98.6K	Hold	3,390	–	–	0.06%	196
2019 Q4	$135K	Hold	3,390	–	–	0.07%	189
2019 Q3	$119K	Hold	3,390	–	–	0.07%	191
2019 Q2	$122K	Hold	3,390	–	–	0.07%	189
2019 Q1	$123K	Hold	3,390	–	–	0.07%	184
2018 Q4	$105K	Buy	3,390 +376	+12%	+$12.1K	0.07%	186
2018 Q3	$97.3K	Hold	3,014	–	–	0.06%	203
2018 Q2	$108K	Sell	3,014 -62	-2%	-$1.96K	0.07%	189
2018 Q1	$96.8K	Buy	3,076 +49	+2%	+$1.72K	0.07%	201
2017 Q4	$118K	Hold	3,027	–	–	0.09%	180
2017 Q3	$127K	Sell	3,027 -15	-0.5%	-$610	0.1%	171
2017 Q2	$121K	Sell	3,042 -104	-3%	-$4.19K	0.1%	177
2017 Q1	$132K	Buy	+3,146	New	+$133K	0.11%	155

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Sutton Wealth Advisors's ENB Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Enbridge (ENB) stake by 57% in Q3 2023, selling an estimated $2.77K and leaving 60 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Sutton Wealth Advisors first reported a position in ENB in Q1 2017 and has held it in 27 quarters since. The position peaked at $135K in Q1 2022. 1,166 funds tracked by Wall St. Rank hold ENB as of Q3 2023.

Sutton Wealth Advisors held 60 shares of Enbridge worth $2.01K as of Q3 2023.
Sutton Wealth Advisors sold 78 Enbridge shares in Q3 2023, an estimated $2.77K.
Enbridge made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #722 holding.
Sutton Wealth Advisors first reported a position in Enbridge in Q1 2017 and has held it in 27 quarters since.
Sutton Wealth Advisors's Enbridge position peaked at $135K in Q1 2022.
1,166 funds tracked by Wall St. Rank held Enbridge as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.