Position in WES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,102,200
+$5,873,870 QoQ
Shares Held
139,447
+2263.5% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 370 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WES Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $5,304,029,702 across 23 Oil & Gas Midstream names. WES ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
61,486,532 | $3,333,184,895 | |
| 2 | PBA |
Pembina Pipeline Corp
|
21,611,518 | $999,532,704 | |
| 3 | WMB |
Williams Companies, Inc.
|
3,375,356 | $250,923,961 | |
| 4 | SOBO |
South Bow Corp
|
5,554,724 | $195,748,470 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
4,730,537 | $151,235,262 | |
| 6 | MPLX |
Mplx LP
|
2,549,532 | $143,615,136 | |
| 7 | TRGP |
Targa Resources Corp.
|
279,363 | $74,908,391 | |
| 8 | OKE |
Oneok Inc /New/
|
778,102 | $67,648,184 |
All Filings in WES
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,102,200 | 139,447 | Shares | Defined | 2026-08-12 | |
| 2025-06-30 | $228,330 | 5,900 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $253,255 | 6,183 | Shares | Defined | 2025-05-13 | |
| 2021-12-31 | $7,015,050 | 315,000 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,602,400 | 315,000 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,751,584 | 315,200 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,688,403 | 359,785 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,826,977 | 204,557 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,464,808 | 183,101 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,516,654 | 449,866 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,455,543 | 449,242 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||