Position in DTM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$19,659,799
+$353,261 QoQ
Shares Held
145,985
-9.5% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026LPL Financial LLC holds $1,328,994,673 across 47 Oil & Gas Midstream names. DTM ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
3,602,572 | $195,043,248 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
4,165,740 | $157,631,601 | |
| 3 | WMB |
Williams Companies, Inc.
|
2,148,544 | $156,371,032 | |
| 4 | OKE |
Oneok Inc /New/
|
1,674,485 | $151,356,699 | |
| 5 | ET |
Energy Transfer LP
|
7,141,895 | $137,838,573 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,033,465 | $135,242,081 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
348,932 | $99,012,944 | |
| 8 | TRP |
Tc Energy Corp
|
933,699 | $58,449,557 |
All Filings in DTM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,659,799 | 145,985 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,306,538 | 161,318 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $16,094,656 | 142,355 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,714,240 | 124,777 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,560,893 | 109,462 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,113,686 | 81,602 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,181,255 | 65,869 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,288,760 | 46,301 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,253,917 | 36,889 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,012,146 | 36,718 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,901,997 | 35,941 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,822,143 | 36,759 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,808,521 | 36,632 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,922,605 | 34,792 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,863,836 | 35,919 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,807,955 | 36,882 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $1,607,905 | 33,512 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,471,079 | 31,814 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||