Institutional Ownership Alerian Energy Infrastructure (ENFR)
This table provides information about the institutional ownership of Alerian Energy Infrastructure (ENFR). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 4.89 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
6,708
shares
|
$209,356
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
6,643
shares
|
$207,328
0.02% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
6,439
shares
|
$200,961
0.04% of portfolio
|
Q1 2025
Reduced 25.01%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,424
shares
|
$169,283
0.0% of portfolio
|
Q2 2024
Added 4.81%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,195
shares
|
$162,135
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,181
shares
|
$130,489
0.06% of portfolio
|
Q1 2025
Added 120.05%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,485
shares
|
$108,766
0.0% of portfolio
|
Q1 2024
Added 6.51%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,130
shares
|
$97,687
0.02% of portfolio
|
Q1 2022
Reduced 0.03%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,434
shares
|
$75,965
0.0% of portfolio
|
Q1 2025
Added 23.93%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,000
shares
|
$62,420
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,684
shares
|
$52,557
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,030
shares
|
$32,146
0.0% of portfolio
|
Q2 2020
Reduced 71.83%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,009
shares
|
$31,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$31,210
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,000
shares
|
$31,210
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
818
shares
|
$25,529
0.0% of portfolio
|
Q1 2025
Reduced 14.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
796
shares
|
$24,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
680
shares
|
$21,222
0.01% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
577
shares
|
$18,008
0.0% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
500
shares
|
$15,605
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
490
shares
|
$15,292
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
475
shares
|
$14,824
0.0% of portfolio
|
Q2 2022
Reduced 93.87%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
423
shares
|
$13,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
250
shares
|
$7,802
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
168
shares
|
$5,243
0.0% of portfolio
|
Q2 2023
New holding
|