Position in DTM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,814,183
+$7,482,797 QoQ
Shares Held
288,217
+10.1% QoQ
Ownership
0.283%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 90.63163848042596.ToString("F0")%
Shared 1.5397826026981543.ToString("F0")%
None 7.8285789168758795.ToString("F0")%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Focus Partners Wealth holds $500,605,294 across 30 Oil & Gas Midstream names. DTM ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
5,171,198 | $173,390,268 | |
| 2 | WMB |
Williams Companies, Inc.
|
1,611,047 | $117,252,000 | |
| 3 | OKE |
Oneok Inc /New/
|
662,040 | $59,841,795 | |
| 4 | DTM |
DT Midstream, Inc.
This page
|
288,217 | $38,814,183 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
1,025,113 | $38,790,275 | |
| 6 | ENB |
Enbridge Inc
|
343,605 | $18,602,774 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
57,857 | $16,417,502 | |
| 8 | PAA |
Plains All American Pipeline LP
|
654,266 | $14,609,759 |
All Filings in DTM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,814,183 | 288,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,331,386 | 261,793 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,268,957 | 250,035 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,376,822 | 249,084 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,958,588 | 248,327 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $24,241,730 | 243,807 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $19,355,630 | 246,067 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||