Position in ET
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$272,001
New position
Shares Held
14,226
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#927
of 1,278 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 72%
Shared 0%
None 28%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Welch & Forbes LLC holds $4,720,665 across 7 Oil & Gas Midstream names. ET ranks #5 (5.8% 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.
|
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
This page
|
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 ET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,001 | 14,226 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||