Position in DTM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,032,935
+$1,705,014 QoQ
Shares Held
13,854
+469.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#207
of 700 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $29,285,102 across 14 Oil & Gas Midstream names. DTM ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
255,531 | $9,393,319 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
171,310 | $5,476,780 | |
| 3 | OKE |
Oneok Inc /New/
|
30,843 | $2,681,490 | |
| 4 | ET |
Energy Transfer LP
|
139,116 | $2,659,897 | |
| 5 | ENB |
Enbridge Inc
|
44,804 | $2,428,824 | |
| 6 | DTM |
DT Midstream, Inc.
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|
13,854 | $2,032,935 | |
| 7 | WMB |
Williams Companies, Inc.
|
22,347 | $1,661,275 | |
| 8 | TRP |
Tc Energy Corp
|
12,348 | $818,548 |
All Filings in DTM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,032,935 | 13,854 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $327,921 | 2,435 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $218,391 | 1,987 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||