Position in ENB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$600,972
+$173,158 QoQ
Shares Held
11,086
+40.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#785
of 1,499 holders
Holding Since
Jun 2024
9 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, 2026Confluence Wealth Services, Inc. holds $9,182,103 across 10 Oil & Gas Midstream names. ENB ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
253,943 | $4,855,390 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
34,570 | $1,105,202 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
21,002 | $772,033 | |
| 4 | WMB |
Williams Companies, Inc.
|
8,138 | $604,978 | |
| 5 | ENB |
Enbridge Inc
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|
11,086 | $600,972 | |
| 6 | OKE |
Oneok Inc /New/
|
4,426 | $384,796 | |
| 7 | MPLX |
Mplx LP
|
5,733 | $322,939 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
988 | $236,141 |
All Filings in ENB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,972 | 11,086 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $427,814 | 7,902 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $377,952 | 7,902 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $465,241 | 9,220 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $420,025 | 9,268 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $416,912 | 9,409 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $399,223 | 9,409 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $384,495 | 9,468 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $374,513 | 10,523 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||