Position in EPD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,265,132
+$156,610 QoQ
Shares Held
34,416
+17.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#557
of 1,589 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Welch & Forbes LLC holds $4,720,665 across 7 Oil & Gas Midstream names. EPD ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLP |
Global Partners LP
|
37,420 | $1,743,397 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
34,416 | $1,265,132 | |
| 3 | ENB |
Enbridge Inc
|
10,702 | $580,155 | |
| 4 | WMB |
Williams Companies, Inc.
|
4,687 | $348,431 | |
| 5 | ET |
Energy Transfer LP
|
14,226 | $272,001 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
8,169 | $261,162 | |
| 7 | OKE |
Oneok Inc /New/
|
2,880 | $250,387 |
All Filings in EPD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,265,132 | 34,416 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,108,522 | 29,295 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $910,988 | 29,133 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $929,152 | 29,963 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,022,936 | 29,963 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $940,423 | 29,988 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $872,950 | 29,988 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $844,998 | 29,158 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $955,761 | 32,754 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $667,682 | 25,339 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $707,213 | 25,839 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $678,617 | 25,754 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $667,028 | 25,754 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $643,521 | 26,680 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $634,450 | 26,680 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $669,687 | 27,480 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $693,385 | 26,865 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $572,387 | 26,065 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $564,046 | 26,065 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $628,948 | 26,065 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $545,083 | 24,754 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $484,930 | 24,754 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $256,587 | 16,250 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $295,262 | 16,250 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $335,621 | 23,470 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||