Position in ENB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$664,989
-$221,382 QoQ
Shares Held
12,267
-25.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#752
of 1,498 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ENB Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,355,520 across 38 Oil & Gas Midstream names. ENB ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
13,823 | $1,027,596 | |
| 2 | ET |
Energy Transfer LP
|
51,741 | $989,287 | |
| 3 | TRGP |
Targa Resources Corp.
|
2,790 | $748,106 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
21,912 | $700,522 | |
| 5 | ENB |
Enbridge Inc
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|
12,267 | $664,989 | |
| 6 | DTM |
DT Midstream, Inc.
|
4,437 | $651,081 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
13,867 | $509,750 | |
| 8 | OKE |
Oneok Inc /New/
|
5,370 | $466,864 |
All Filings in ENB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,989 | 12,267 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $886,371 | 16,372 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $661,771 | 13,836 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $669,703 | 13,272 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $573,794 | 12,661 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $478,990 | 10,810 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $432,019 | 10,182 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $410,565 | 10,110 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $339,989 | 9,553 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $328,115 | 9,069 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $270,039 | 7,497 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $225,458 | 6,793 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $258,191 | 6,950 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $199,218 | 5,222 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $204,179 | 5,222 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $193,438 | 5,214 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $252,249 | 5,969 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $277,276 | 6,016 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $213,024 | 5,451 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||