Position in ENB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$42,717
+$5,075 QoQ
Shares Held
788
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,335
of 1,499 holders
Holding Since
Dec 2020
22 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, 2026Concord Wealth Partners holds $396,647 across 9 Oil & Gas Midstream names. ENB ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
6,316 | $120,761 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
2,152 | $68,799 | |
| 3 | DTM |
DT Midstream, Inc.
|
410 | $60,163 | |
| 4 | ENB |
Enbridge Inc
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|
788 | $42,717 | |
| 5 | WMB |
Williams Companies, Inc.
|
500 | $37,170 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
600 | $22,056 | |
| 7 | MPLX |
Mplx LP
|
389 | $21,912 | |
| 8 | LPG |
Dorian Lpg Ltd.
|
500 | $17,390 |
All Filings in ENB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,717 | 788 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $37,642 | 787 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $73,066 | 1,448 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $65,623 | 1,448 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $75,105 | 1,695 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $78,198 | 1,843 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $94,580 | 2,329 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $33,632 | 945 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $135,023 | 3,732 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $77,767 | 2,159 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $158,216 | 4,767 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $179,731 | 4,838 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $170,072 | 4,458 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $297,707 | 7,614 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $359,684 | 9,695 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $401,343 | 9,497 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $425,318 | 9,228 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $359,653 | 9,203 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $321,783 | 8,085 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $353,713 | 8,834 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $393,775 | 10,818 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $354,193 | 11,072 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||