Position in DTM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,565
+$869 QoQ
Shares Held
72
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#611
of 699 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $308,477 across 10 Oil & Gas Midstream names. DTM ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
1,282 | $69,497 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
1,645 | $52,590 | |
| 3 | ET |
Energy Transfer LP
|
2,741 | $52,407 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
1,001 | $36,796 | |
| 5 | PBA |
Pembina Pipeline Corp
|
680 | $31,450 | |
| 6 | WMB |
Williams Companies, Inc.
|
369 | $27,431 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
94 | $22,466 | |
| 8 | DTM |
DT Midstream, Inc.
This page
|
72 | $10,565 |
All Filings in DTM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,565 | 72 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,696 | 72 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,616 | 72 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,140 | 72 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,913 | 72 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $6,946 | 72 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||