Synergy Asset Management’s Enbridge ENB Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-1,263	Closed	-$51.3K	–	282
2024 Q4	$51.3K	Buy	+1,263	New	+$52.9K	﹤0.01%	272
2024 Q1	–	Sell	-96,829	Closed	-$3.49M	–	135
2023 Q4	$3.49M	Sell	96,829 -4,338	-4%	-$146K	0.62%	42
2023 Q3	$3.39M	Buy	+101,167	New	+$3.59M	0.67%	45

Other funds holding ENB

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Synergy Asset Management's ENB Position: Q1 2025 in Review

Synergy Asset Management sold out of Enbridge (ENB) in Q1 2025, closing a stake of 1,263 shares — an estimated $51.3K sold.

Synergy Asset Management first reported a position in ENB in Q3 2023 and held it in 3 quarters. The position peaked at $3.49M in Q4 2023. 1,378 funds tracked by Wall St. Rank hold ENB as of Q1 2025.

Synergy Asset Management reported no remaining Enbridge position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 1,263 Enbridge shares in Q1 2025, an estimated $51.3K.
Synergy Asset Management first reported a position in Enbridge in Q3 2023 and held it in 3 quarters.
Synergy Asset Management's Enbridge position peaked at $3.49M in Q4 2023.
1,378 funds tracked by Wall St. Rank held Enbridge as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.