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Equibles

Center for Financial Planning, Inc.

Position in DTM — DT Midstream, Inc.

CIK 1803557 SOUTHFIED, MI
Back to DTM Full portfolio

Position in DTM

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$350,855
+$26,301 QoQ
Shares Held
2,391
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#406
of 705 holders
Holding Since
Sep 2021
20 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, 2026

Center for Financial Planning, Inc. holds $607,495 across 9 Oil & Gas Midstream names. DTM ranks #1 (57.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DTM
DT Midstream, Inc.
This page 		2,391 $350,855
2 EPD
Enterprise Products Partners L.P.
 2,532 $93,076
3 VG
Venture Global, Inc.
 6,492 $72,255
4 ENB
Enbridge Inc
 695 $37,675
5 KMI
Kinder Morgan, Inc.
 600 $19,182
6 LNG
Cheniere Energy, Inc.
 65 $15,535
7 NGL
NGL Energy Partners LP
 800 $12,744
8 MPLX
Mplx LP
 85 $4,788

All Filings in DTM

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $350,855 2,391
2026-03-31 $324,554 2,410
2025-12-31 $282,444 2,360
2025-09-30 $268,178 2,372
2025-06-30 $281,369 2,560
2025-03-31 $161,989 1,679
2024-12-31 $177,681 1,787
2024-09-30 $140,565 1,787
2024-06-30 $116,702 1,643
2024-03-31 $102,953 1,685
2023-12-31 $115,408 2,106
2023-09-30 $111,449 2,106
2023-06-30 $104,394 2,106
2023-03-31 $103,973 2,106
2022-12-31 $106,099 1,920
2022-09-30 $110,318 2,126
2022-06-30 $103,236 2,106
2022-03-31 $103,419 1,906
2021-12-31 $89,482 1,865
2021-09-30 $86,237 1,865