Position in ENB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$488,648
-$43,818 QoQ
Shares Held
9,014
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#859
of 1,498 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ENB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $5,276,998 across 7 Oil & Gas Midstream names. ENB ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAA |
Plains All American Pipeline LP
|
87,542 | $1,948,684 | |
| 2 | PAGP |
Plains Gp Holdings LP
|
47,326 | $1,148,602 | |
| 3 | WMB |
Williams Companies, Inc.
|
6,901 | $513,020 | |
| 4 | ENB |
Enbridge Inc
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|
9,014 | $488,648 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
14,955 | $478,111 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
13,001 | $477,916 | |
| 7 | DTM |
DT Midstream, Inc.
|
1,513 | $222,017 |
All Filings in ENB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,648 | 9,014 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $532,466 | 9,835 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $450,989 | 9,429 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $446,470 | 8,848 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $469,062 | 10,350 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $440,086 | 9,932 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $376,184 | 8,866 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $372,434 | 9,171 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $284,399 | 7,991 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $292,660 | 8,089 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $365,062 | 10,135 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $451,151 | 13,593 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $387,623 | 10,434 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $412,515 | 10,813 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $467,948 | 11,968 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $416,670 | 11,231 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $474,622 | 11,231 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||