Position in DTM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$324,554
+$42,110 QoQ
Shares Held
2,410
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DTM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Center for Financial Planning, Inc. holds $604,013 across 9 Oil & Gas Midstream names. DTM ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTM |
DT Midstream, Inc.
This page
|
2,410 | $324,554 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
2,532 | $95,810 | |
| 3 | VG |
Venture Global, Inc.
|
5,792 | $91,281 | |
| 4 | ENB |
Enbridge Inc
|
695 | $37,627 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
600 | $20,118 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
65 | $18,444 | |
| 7 | NGL |
NGL Energy Partners LP
|
800 | $9,864 | |
| 8 | MPLX |
Mplx LP
|
85 | $4,850 |
All Filings in DTM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,554 | 2,410 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $282,444 | 2,360 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $268,178 | 2,372 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $281,369 | 2,560 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $161,989 | 1,679 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $177,681 | 1,787 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $140,565 | 1,787 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $116,702 | 1,643 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $102,953 | 1,685 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $115,408 | 2,106 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $111,449 | 2,106 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $104,394 | 2,106 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $103,973 | 2,106 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $106,099 | 1,920 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $110,318 | 2,126 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $103,236 | 2,106 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $103,419 | 1,906 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $89,482 | 1,865 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $86,237 | 1,865 | Shares | Sole | 2021-11-17 | |
| No filing history on record for this holder in this stock. | ||||||