Position in DTM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,408,687
-$320,732 QoQ
Shares Held
9,600
-25.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#245
of 697 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $51,236,271 across 17 Oil & Gas Midstream names. DTM ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
392,173 | $34,095,486 | |
| 2 | ENB |
Enbridge Inc
|
57,600 | $3,122,488 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
88,964 | $2,844,166 | |
| 4 | ET |
Energy Transfer LP
|
124,448 | $2,379,443 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
53,516 | $1,967,245 | |
| 6 | WMB |
Williams Companies, Inc.
|
20,680 | $1,537,338 | |
| 7 | DTM |
DT Midstream, Inc.
This page
|
9,600 | $1,408,687 | |
| 8 | TRP |
Tc Energy Corp
|
10,674 | $707,577 |
All Filings in DTM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,408,687 | 9,600 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,729,419 | 12,842 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,522,559 | 12,722 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,304,814 | 11,541 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,292,421 | 11,759 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,084,811 | 11,244 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $681,091 | 6,850 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $534,963 | 6,801 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $488,329 | 6,875 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $318,452 | 5,212 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $857,510 | 15,648 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $760,566 | 14,372 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $704,736 | 14,217 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,057,505 | 21,420 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $939,862 | 17,008 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,097,784 | 21,156 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,085,008 | 22,134 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $1,216,388 | 25,352 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $907,136 | 19,618 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||