Position in DTM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$10,616,170
+$2,105,845 QoQ
Shares Held
78,831
+10.9% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Creative Planning holds $316,603,010 across 36 Oil & Gas Midstream names. DTM ranks #10 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEL |
Genesis Energy LP
|
3,105,883 | $55,377,893 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
962,240 | $36,411,161 | |
| 3 | WMB |
Williams Companies, Inc.
|
432,230 | $31,457,699 | |
| 4 | OKE |
Oneok Inc /New/
|
347,276 | $31,390,277 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
830,164 | $27,835,398 | |
| 6 | ET |
Energy Transfer LP
|
1,174,396 | $22,665,842 | |
| 7 | ENB |
Enbridge Inc
|
392,078 | $21,227,102 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
69,722 | $19,784,314 |
All Filings in DTM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,616,170 | 78,831 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,510,325 | 71,109 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,863,178 | 51,859 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,811,968 | 43,781 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,125,677 | 42,762 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,215,831 | 42,400 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,287,987 | 41,800 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,745,663 | 38,655 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,306,402 | 37,748 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,971,923 | 35,984 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,722,016 | 32,540 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,587,676 | 32,029 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,099,667 | 22,274 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,408,522 | 25,489 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,245,152 | 23,996 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,223,098 | 24,951 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,316,944 | 24,271 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,083,244 | 22,577 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,075,634 | 23,262 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||