Position in AM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$17,780,534
+$4,162,077 QoQ
Shares Held
779,848
+1.9% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $827,127,147 across 24 Oil & Gas Midstream names. AM ranks #10 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
4,270,820 | $161,607,828 | |
| 2 | WMB |
Williams Companies, Inc.
|
1,792,711 | $130,473,506 | |
| 3 | TRGP |
Targa Resources Corp.
|
515,295 | $129,199,914 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
2,896,158 | $97,108,177 | |
| 5 | OKE |
Oneok Inc /New/
|
784,121 | $70,876,696 | |
| 6 | DTM |
DT Midstream, Inc.
|
506,253 | $68,177,090 | |
| 7 | KNTK |
Kinetik Holdings Inc.
|
1,020,157 | $49,385,799 | |
| 8 | VNOM |
Viper Energy, Inc.
|
414,750 | $19,489,101 |
All Filings in AM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,780,534 | 779,848 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $13,618,457 | 765,512 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $15,323,774 | 788,260 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $15,189,163 | 801,539 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $13,930,794 | 773,933 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $11,726,876 | 777,129 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $11,780,943 | 782,787 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $16,792,029 | 1,139,215 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $18,060,772 | 1,284,550 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $15,725,262 | 1,255,009 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $15,121,850 | 1,262,258 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $14,686,678 | 1,266,093 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $13,903,938 | 1,325,447 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $14,171,877 | 1,313,427 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $12,899,396 | 1,405,163 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $14,072,035 | 1,554,921 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $16,417,938 | 1,510,390 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $16,464,246 | 1,700,852 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||