Position in TRGP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$398,724
+$99,353 QoQ
Shares Held
1,487
+24.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#701
of 1,080 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRGP 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. TRGP ranks #9 (3.7% 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.
|
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 TRGP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,724 | 1,487 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $299,371 | 1,194 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $220,293 | 1,194 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $471,122 | 2,812 | Shares | Other | 2025-11-04 | |
| 2025-03-31 | $400,939 | 2,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $822,349 | 4,607 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $681,882 | 4,607 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $399,990 | 3,106 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $347,840 | 3,106 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $269,818 | 3,106 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $266,246 | 3,106 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $236,366 | 3,106 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $226,582 | 3,106 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $236,670 | 3,220 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $194,294 | 3,220 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $190,048 | 3,185 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $234,409 | 3,106 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $162,257 | 3,106 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $147,580 | 2,999 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $124,282 | 2,796 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $74,168 | 2,336 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $56,400 | 2,138 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $29,996 | 2,138 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $36,928 | 1,840 | Shares | Other | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||