Position in ENB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,066,201
-$29,700 QoQ
Shares Held
19,668
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#602
of 1,499 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ENB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Lee Financial Co holds $10,829,613 across 12 Oil & Gas Midstream names. ENB ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
21,862 | $1,900,681 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
51,357 | $1,887,883 | |
| 3 | WMB |
Williams Companies, Inc.
|
22,883 | $1,701,121 | |
| 4 | VNOM |
Viper Energy, Inc.
|
33,218 | $1,408,443 | |
| 5 | ENB |
Enbridge Inc
This page
|
19,668 | $1,066,201 | |
| 6 | ET |
Energy Transfer LP
|
40,304 | $770,612 | |
| 7 | PAA |
Plains All American Pipeline LP
|
21,976 | $489,185 | |
| 8 | MPLX |
Mplx LP
|
7,778 | $438,134 |
All Filings in ENB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,066,201 | 19,668 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $1,095,901 | 20,242 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $1,745,603 | 36,496 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,430,657 | 48,170 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $1,869,042 | 41,241 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,405,601 | 31,722 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $1,553,107 | 36,604 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,509,636 | 37,174 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $971,784 | 27,305 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $992,055 | 27,420 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $997,392 | 27,690 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $808,342 | 24,355 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $972,587 | 26,180 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,278 | 217 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $27,721 | 709 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $26,303 | 709 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $29,961 | 709 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $32,677 | 709 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $19,227 | 492 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $22,089 | 555 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $47,686 | 1,191 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $43,351 | 1,191 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $52,623 | 1,645 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $55,333 | 1,895 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $45,172 | 1,485 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $28,885 | 993 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||