Position in AM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,424,582
-$174,154 QoQ
Shares Held
62,619
-10.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#197
of 524 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $34,973,749 across 11 Oil & Gas Midstream names. AM ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
574,907 | $18,379,776 | |
| 2 | OKE |
Oneok Inc /New/
|
43,472 | $3,779,455 | |
| 3 | WMB |
Williams Companies, Inc.
|
50,789 | $3,775,654 | |
| 4 | ENB |
Enbridge Inc
|
45,120 | $2,445,955 | |
| 5 | DTM |
DT Midstream, Inc.
|
11,777 | $1,728,156 | |
| 6 | TRP |
Tc Energy Corp
|
22,946 | $1,521,090 | |
| 7 | AM |
Antero Midstream Corp
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|
62,619 | $1,424,582 | |
| 8 | VNOM |
Viper Energy, Inc.
|
23,573 | $999,495 |
All Filings in AM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,424,582 | 62,619 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,598,736 | 70,120 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,301,338 | 73,150 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,439,259 | 74,036 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,489,545 | 78,604 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $453,636 | 25,202 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $410,070 | 27,175 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $441,597 | 29,342 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $413,103 | 28,026 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $340,406 | 24,211 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $188,751 | 15,064 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $160,735 | 13,417 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||