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Enbridge shares owned by Evergreen Wealth Management

Quarter-by-quarter ownership of Enbridge (ENB) shares owned by Evergreen Wealth Management from 13F filings

Historical chart of Evergreen Wealth Management investment in Enbridge

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All positions including Enbridge held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Enbridge by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $811k 23k 36.02
2023-09-30 $733k 22k 33.19
2023-06-30 $811k 22k 37.15
2023-03-31 $1.5M 40k 38.15
2022-12-31 $1.6M 40k 39.10

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Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
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Meta Platforms Cl A (META)
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Vanguard Bd Index Fds Long Term Bond (BLV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
PIMCO Corporate Opportunity Fund (PTY)

View all positions for Evergreen Wealth Management

Top funds holding Enbridge

Royal Bank of Canada
Vanguard Group
Bank Of Montreal
TD Asset Management
Deutsche Bank Aktiengesellschaft
Wellington Management Company
Bank of Nova Scotia
Legal & General Group
Mackenzie Financial
Barrow, Hanley, Mewhinney & Strauss
Norges Bank Investment Management
National Bank Of Canada /fi/
ClearBridge Advisors
Jpmorgan Chase & Co
Bank of America Corporation

View all funds holding Enbridge