Position in ET
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$207,185
-$28,159 QoQ
Shares Held
10,735
-24.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Modern Wealth Management, LLC holds $20,248,279 across 11 Oil & Gas Midstream names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
358,448 | $11,459,579 | |
| 2 | OKE |
Oneok Inc /New/
|
13,895 | $1,208,029 | |
| 3 | DTM |
DT Midstream, Inc.
|
7,882 | $1,156,603 | |
| 4 | ENB |
Enbridge Inc
|
20,936 | $1,134,939 | |
| 5 | WMB |
Williams Companies, Inc.
|
14,728 | $1,094,877 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
4,574 | $1,093,231 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
27,465 | $1,009,613 | |
| 8 | PAGP |
Plains Gp Holdings LP
|
38,983 | $946,115 |
All Filings in ET
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,185 | 10,735 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $235,344 | 14,272 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $245,044 | 14,280 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $246,187 | 13,579 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $188,688 | 10,150 | Shares | Other | 2025-06-02 | |
| 2024-06-30 | $356,337 | 21,969 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $347,113 | 22,067 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $309,506 | 22,428 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||