EP Wealth Advisors, LLC

Position in ENB — Enbridge Inc

CIK 1540569 TORRANCE, CA

Position in ENB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,428,824

+$601,491 QoQ

Shares Held

44,804

+32.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#436

of 1,498 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Energy · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $28,466,554 across 14 Oil & Gas Midstream names. ENB ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	255,531	$9,393,319
2	KMI	Kinder Morgan, Inc.	171,310	$5,476,780
3	OKE	Oneok Inc /New/	30,843	$2,681,490
4	ET	Energy Transfer LP	139,116	$2,659,897
5	ENB	Enbridge Inc This page	44,804	$2,428,824
6	DTM	DT Midstream, Inc.	13,854	$2,032,935
7	WMB	Williams Companies, Inc.	22,347	$1,661,275
8	LNG	Cheniere Energy, Inc.	2,435	$581,989

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,428,824	44,804	+32.7%	Shares	Sole	2026-08-12
2026-03-31	$1,827,333	33,752	-3.0%	Shares	Sole	2026-05-14
2025-12-31	$1,664,914	34,809	+43.8%	Shares	Sole	2026-02-18
2025-06-30	$1,096,970	24,205	-1.9%	Shares	Sole	2025-08-14
2025-03-31	$1,093,083	24,669	-10.0%	Shares	Sole	2025-05-15
2024-12-31	$1,162,539	27,399	+6.7%	Shares	Sole	2025-02-14
2024-09-30	$1,043,270	25,690	-8.4%	Shares	Sole	2024-11-15
2024-06-30	$998,335	28,051	+118.5%	Shares	Sole	2024-08-19
2024-03-31	$464,442	12,837	+11.0%	Shares	Sole	2024-05-14
2023-12-31	$416,427	11,561	+15.9%	Shares	Sole	2024-02-28
2023-09-30	$331,037	9,974	+50.9%	Shares	Sole	2023-11-24
2023-06-30	$245,598	6,611	-20.8%	Shares	Sole	2023-08-14
2023-03-31	$318,476	8,348	-44.2%	Shares	Sole	2023-06-05
2022-12-31	$584,505	14,949	+7.6%	Shares	Sole	2023-06-12
2022-09-30	$515,615	13,898	+9.4%	Shares	Sole	2022-12-02
2022-06-30	$536,871	12,704	+52.1%	Shares	Sole	2022-08-11
2022-03-31	$385,035	8,354	-8.8%	Shares	Sole	2022-05-20
2021-12-31	$358,011	9,161	+11.6%	Shares	Sole	2022-02-17
2021-09-30	$326,758	8,210	-25.9%	Shares	Sole	2021-11-23
2021-06-30	$443,563	11,078	-10.3%	Shares	Sole	2021-08-24
2021-03-31	$449,358	12,345	-9.9%	Shares	Sole	2021-05-17
2020-12-31	$438,294	13,701	-8.8%	Shares	Sole	2021-02-18
2020-09-30	$438,525	15,018	-16.9%	Shares	Sole	2020-11-17
2020-06-30	$549,719	18,071	-10.5%	Shares	Sole	2020-08-14
2020-03-31	$587,210	20,186	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.