Position in EPD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$382,340
New position
Shares Held
10,401
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,018
of 1,584 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026PDS Planning, Inc holds $6,647,459 across 14 Oil & Gas Midstream names. EPD ranks #8 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
12,911 | $959,803 | |
| 2 | TRGP |
Targa Resources Corp.
|
3,144 | $843,032 | |
| 3 | ET |
Energy Transfer LP
|
42,266 | $808,125 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
2,718 | $649,629 | |
| 5 | OKE |
Oneok Inc /New/
|
5,855 | $509,033 | |
| 6 | ENB |
Enbridge Inc
|
9,237 | $500,737 | |
| 7 | MPLX |
Mplx LP
|
7,025 | $395,718 | |
| 8 | EPD |
Enterprise Products Partners L.P.
This page
|
10,401 | $382,340 |
All Filings in EPD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,340 | 10,401 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||