Position in ENB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$645,532
+$1,645 QoQ
Shares Held
11,908
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#764
of 1,498 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, 2026Heritage Wealth Management, Inc. holds $1,703,135 across 2 Oil & Gas Midstream names. ENB ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
55,314 | $1,057,603 | |
| 2 | ENB |
Enbridge Inc
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|
11,908 | $645,532 |
All Filings in ENB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,532 | 11,908 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $643,887 | 11,893 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $586,874 | 12,270 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $618,336 | 12,254 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $536,498 | 11,838 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $507,836 | 11,461 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $485,568 | 11,444 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $464,091 | 11,428 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $414,801 | 11,655 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||