Position in ENB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$351,118
-$54,119 QoQ
Shares Held
6,477
-13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#994
of 1,499 holders
Holding Since
Mar 2021
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, 2026Octavia Wealth Advisors, LLC holds $663,541 across 2 Oil & Gas Midstream names. ENB ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
This page
|
6,477 | $351,118 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
8,499 | $312,423 |
All Filings in ENB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,118 | 6,477 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $405,237 | 7,485 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $361,642 | 7,561 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $403,831 | 8,003 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $252,160 | 5,564 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $329,843 | 7,444 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $315,848 | 7,444 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $313,793 | 7,727 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $285,965 | 8,035 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $212,666 | 5,878 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $296,012 | 8,218 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $307,870 | 9,276 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $270,934 | 7,293 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $249,920 | 6,551 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $255,518 | 6,535 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $246,677 | 6,649 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $279,169 | 6,606 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $313,135 | 6,794 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $299,079 | 7,653 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $249,745 | 6,275 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $302,822 | 7,563 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $270,197 | 7,423 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||