Position in AM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,698,572
-$204,540 QoQ
Shares Held
558,179
-1.4% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026LPL Financial LLC holds $1,339,283,823 across 45 Oil & Gas Midstream names. AM ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
3,662,839 | $198,562,502 | |
| 2 | WMB |
Williams Companies, Inc.
|
2,219,798 | $165,019,783 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
4,261,876 | $156,666,561 | |
| 4 | OKE |
Oneok Inc /New/
|
1,662,568 | $144,543,661 | |
| 5 | ET |
Energy Transfer LP
|
7,510,573 | $143,602,155 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,306,757 | $137,687,021 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
339,433 | $81,127,881 | |
| 8 | TRP |
Tc Energy Corp
|
963,177 | $63,849,003 |
All Filings in AM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,698,572 | 558,179 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,903,112 | 565,926 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,353,045 | 469,536 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,845,219 | 455,001 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,220,461 | 381,027 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,394,410 | 355,245 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,810,344 | 318,777 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,726,708 | 314,067 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,182,878 | 351,620 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,059,417 | 288,721 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,110,660 | 248,257 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,214,042 | 268,284 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,940,797 | 253,517 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,491,972 | 237,557 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,548,522 | 236,193 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,144,493 | 233,605 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,866,055 | 206,194 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,355,192 | 216,669 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,877,068 | 193,912 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,881,153 | 180,533 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,764,107 | 169,789 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $191,237 | 21,178 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $125,734 | 16,308 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $85,474 | 15,917 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $72,777 | 14,270 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $23,740 | 11,305 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||