Position in ENB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$356,539
+$5,875 QoQ
Shares Held
6,577
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#984
of 1,498 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $2,298,207 across 13 Oil & Gas Midstream names. ENB ranks #4 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
6,595 | $573,369 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
13,290 | $488,540 | |
| 3 | TRGP |
Targa Resources Corp.
|
1,635 | $438,408 | |
| 4 | ENB |
Enbridge Inc
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|
6,577 | $356,539 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
3,419 | $109,305 | |
| 6 | MPLX |
Mplx LP
|
1,935 | $108,998 | |
| 7 | WMB |
Williams Companies, Inc.
|
1,126 | $83,706 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
274 | $65,488 |
All Filings in ENB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,539 | 6,577 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $350,664 | 6,477 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $309,794 | 6,477 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $335,306 | 6,645 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $301,151 | 6,645 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $294,439 | 6,645 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $275,795 | 6,500 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $264,289 | 6,508 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $269,451 | 7,571 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $25,108 | 694 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $24,997 | 694 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $39,230 | 1,182 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $57,099 | 1,537 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $89,385 | 2,343 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $126,332 | 3,231 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $75,906 | 2,046 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $86,463 | 2,046 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $94,300 | 2,046 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $61,355 | 1,570 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $62,486 | 1,570 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $62,862 | 1,570 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $48,193 | 1,324 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $47,057 | 1,471 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $68,298 | 2,339 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $57,402 | 1,887 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $54,892 | 1,887 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||