Position in VG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,264
-$2,190 QoQ
Shares Held
473
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#331
of 372 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VG Over Time
Shares Held
Position Value (USD)
Derivatives in VG
reported options exposure · as of Mar 31, 2026CallValue
$1,576
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $2,232,215 across 12 Oil & Gas Midstream names. VG ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
14,884 | $547,135 | |
| 2 | ENB |
Enbridge Inc
|
8,262 | $447,883 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
1,715 | $409,902 | |
| 4 | ET |
Energy Transfer LP
|
16,416 | $313,873 | |
| 5 | WMB |
Williams Companies, Inc.
|
3,118 | $231,792 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,611 | $147,413 | |
| 7 | OKE |
Oneok Inc /New/
|
759 | $65,987 | |
| 8 | MPLX |
Mplx LP
|
1,000 | $56,330 |
All Filings in VG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,264 | 473 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $7,454 | 473 | Shares | Sole | 2026-04-23 | |
| 2026-03-31 | $1,576 | 100 | Call | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||