Position in DTM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$370,958
+$34,822 QoQ
Shares Held
2,528
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#393
of 700 holders
Holding Since
Mar 2026
2 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, 2026Apella Capital, LLC holds $5,659,550 across 9 Oil & Gas Midstream names. DTM ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
40,230 | $1,478,854 | |
| 2 | ET |
Energy Transfer LP
|
75,918 | $1,451,552 | |
| 3 | PAA |
Plains All American Pipeline LP
|
35,769 | $796,217 | |
| 4 | ENB |
Enbridge Inc
|
8,231 | $446,202 | |
| 5 | WMB |
Williams Companies, Inc.
|
5,988 | $445,147 | |
| 6 | DTM |
DT Midstream, Inc.
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|
2,528 | $370,958 | |
| 7 | OKE |
Oneok Inc /New/
|
3,193 | $277,599 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
6,350 | $203,009 |
All Filings in DTM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,958 | 2,528 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $336,136 | 2,496 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||