Position in DTM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$292,159
+$50,966 QoQ
Shares Held
1,991
+11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#430
of 700 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $18,136,576 across 8 Oil & Gas Midstream names. DTM ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
241,788 | $8,888,126 | |
| 2 | WMB |
Williams Companies, Inc.
|
48,194 | $3,582,741 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
109,245 | $3,492,562 | |
| 4 | ET |
Energy Transfer LP
|
37,156 | $710,422 | |
| 5 | TRGP |
Targa Resources Corp.
|
1,862 | $499,276 | |
| 6 | OKE |
Oneok Inc /New/
|
4,931 | $428,701 | |
| 7 | DTM |
DT Midstream, Inc.
This page
|
1,991 | $292,159 | |
| 8 | ENB |
Enbridge Inc
|
4,475 | $242,589 |
All Filings in DTM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,159 | 1,991 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $241,193 | 1,791 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $262,218 | 2,191 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $247,714 | 2,191 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $293,020 | 2,666 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $210,133 | 2,178 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||