Position in EPD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,887,883
-$70,601 QoQ
Shares Held
51,357
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#451
of 1,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in EPD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Lee Financial Co holds $10,829,613 across 12 Oil & Gas Midstream names. EPD ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
21,862 | $1,900,681 | |
| 2 | EPD |
Enterprise Products Partners L.P.
This page
|
51,357 | $1,887,883 | |
| 3 | WMB |
Williams Companies, Inc.
|
22,883 | $1,701,121 | |
| 4 | VNOM |
Viper Energy, Inc.
|
33,218 | $1,408,443 | |
| 5 | ENB |
Enbridge Inc
|
19,668 | $1,066,201 | |
| 6 | ET |
Energy Transfer LP
|
40,304 | $770,612 | |
| 7 | PAA |
Plains All American Pipeline LP
|
21,976 | $489,185 | |
| 8 | MPLX |
Mplx LP
|
7,778 | $438,134 |
All Filings in EPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,887,883 | 51,357 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,958,484 | 51,757 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $1,654,006 | 51,591 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $1,971,353 | 63,043 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,598,596 | 51,551 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,742,880 | 51,051 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $2,024,883 | 64,569 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,854,102 | 63,693 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,447,260 | 49,940 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,439,740 | 49,340 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,276,736 | 48,453 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,326,157 | 48,453 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,257,659 | 47,729 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,151,073 | 44,443 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,062,581 | 44,054 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,047,603 | 44,054 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,094,918 | 44,929 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,192,524 | 46,204 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $930,686 | 42,381 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $928,095 | 42,888 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,061,236 | 43,980 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $968,438 | 43,980 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $657,518 | 33,564 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $537,885 | 34,065 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $637,130 | 35,065 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $484,069 | 33,851 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||