Position in ENB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,080,386
+$499,459 QoQ
Shares Held
75,270
+13.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#83
of 605 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $49,999,095 across 16 Oil & Gas Midstream names. ENB ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
176,800 | $15,370,991 | |
| 2 | ET |
Energy Transfer LP
|
360,079 | $6,884,710 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
152,072 | $5,590,166 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
153,439 | $4,905,444 | |
| 5 | ENB |
Enbridge Inc
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|
75,270 | $4,080,386 | |
| 6 | WMB |
Williams Companies, Inc.
|
47,087 | $3,500,446 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
8,503 | $2,032,301 | |
| 8 | SBR |
Sabine Royalty Trust
|
22,951 | $1,680,013 |
All Filings in ENB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,080,386 | 75,270 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,580,927 | 66,142 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,193,560 | 66,769 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,547,119 | 50,478 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,340,098 | 51,635 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,175,753 | 49,103 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,125,530 | 50,095 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,000,204 | 49,254 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,796,049 | 50,465 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $875,302 | 24,193 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $844,777 | 23,453 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||