WR Wealth Planners’s Enbridge ENB Stock Holding History

WR Wealth Planners’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
2024 Q4	$6.04K	Sell	142 -9	-6%	-$377	﹤0.01%	662
2024 Q3	$6.12K	Sell	151 -154	-50%	-$5.93K	﹤0.01%	710
2024 Q2	$10.8K	Sell	305 -549	-64%	-$19.6K	﹤0.01%	573
2024 Q1	$30.9K	Buy	+854	New	+$30.3K	0.01%	394
2023 Q4	–	Sell	-691	Closed	-$23.2K	–	390
2023 Q3	$23.2K	Sell	691 -202	-23%	-$7.17K	0.01%	406
2023 Q2	$33.2K	Sell	893 -5	-0.6%	-$191	0.01%	371
2023 Q1	$34.3K	Buy	898 +815	+982%	+$32K	0.01%	372
2022 Q4	$3.25K	Hold	83	–	–	﹤0.01%	364
2022 Q3	$3.08K	Hold	83	–	–	﹤0.01%	359
2022 Q2	$3.51K	Buy	+83	New	+$3.71K	﹤0.01%	379

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's ENB Position: Q4 2024 in Review

WR Wealth Planners reduced its Enbridge (ENB) stake by 6% in Q4 2024, selling an estimated $377 and leaving 142 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

WR Wealth Planners first reported a position in ENB in Q2 2022 and has held it in 10 quarters since. The position peaked at $34.3K in Q1 2023. 1,343 funds tracked by Wall St. Rank hold ENB as of Q4 2024.

WR Wealth Planners held 142 shares of Enbridge worth $6.04K as of Q4 2024.
WR Wealth Planners sold 9 Enbridge shares in Q4 2024, an estimated $377.
Enbridge made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #662 holding.
WR Wealth Planners first reported a position in Enbridge in Q2 2022 and has held it in 10 quarters since.
WR Wealth Planners's Enbridge position peaked at $34.3K in Q1 2023.
1,343 funds tracked by Wall St. Rank held Enbridge as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.