Position in DTM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$31,695
New position
Shares Held
216
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#565
of 699 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Planning Strategies Inc. holds $2,948,860 across 12 Oil & Gas Midstream names. DTM ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
68,383 | $2,513,759 | |
| 2 | WES |
Western Midstream Partners, LP
|
3,163 | $138,412 | |
| 3 | ET |
Energy Transfer LP
|
3,880 | $74,185 | |
| 4 | WMB |
Williams Companies, Inc.
|
912 | $67,798 | |
| 5 | ENB |
Enbridge Inc
|
889 | $48,192 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
133 | $31,788 | |
| 7 | DTM |
DT Midstream, Inc.
This page
|
216 | $31,695 | |
| 8 | OKE |
Oneok Inc /New/
|
246 | $21,387 |
All Filings in DTM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,695 | 216 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||