Position in VG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$839,246
-$420,167 QoQ
Shares Held
75,404
-5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#160
of 372 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Prospera Financial Services Inc holds $84,540,648 across 15 Oil & Gas Midstream names. VG ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
935,668 | $34,395,155 | |
| 2 | ET |
Energy Transfer LP
|
1,062,395 | $20,312,992 | |
| 3 | SBR |
Sabine Royalty Trust
|
180,835 | $13,237,122 | |
| 4 | WMB |
Williams Companies, Inc.
|
52,628 | $3,912,365 | |
| 5 | ENB |
Enbridge Inc
|
42,550 | $2,306,635 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
68,195 | $2,180,194 | |
| 7 | MPLX |
Mplx LP
|
34,547 | $1,946,032 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
6,108 | $1,459,873 |
All Filings in VG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,246 | 75,404 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,259,413 | 79,912 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $859,040 | 125,959 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $720,852 | 50,800 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $419,102 | 26,900 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||