Position in NAT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$810,058
-$39,014 QoQ
Shares Held
146,220
+0.9% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 272 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Creative Planning holds $303,855,548 across 37 Oil & Gas Midstream names. NAT ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEL |
Genesis Energy LP
|
3,105,233 | $44,001,151 | |
| 2 | WMB |
Williams Companies, Inc.
|
444,849 | $33,070,074 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
887,520 | $32,625,234 | |
| 4 | OKE |
Oneok Inc /New/
|
372,725 | $32,404,711 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
813,410 | $26,004,717 | |
| 6 | ENB |
Enbridge Inc
|
425,293 | $23,055,132 | |
| 7 | ET |
Energy Transfer LP
|
971,804 | $18,580,891 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
77,446 | $18,510,367 |
All Filings in NAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,058 | 146,220 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $849,072 | 144,893 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $489,102 | 142,181 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $460,766 | 146,741 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $338,283 | 128,625 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $274,601 | 111,627 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $270,830 | 108,332 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $140,961 | 38,409 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $176,154 | 44,260 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $200,084 | 51,042 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $239,626 | 57,054 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $138,258 | 33,558 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $130,086 | 35,446 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $119,536 | 30,186 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $82,001 | 26,798 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $89,837 | 33,647 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $68,988 | 32,389 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $72,396 | 33,989 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $36,549 | 21,627 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $44,866 | 17,526 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $57,485 | 17,526 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $69,322 | 21,330 | Shares | Sole | 2021-04-30 | |
| 2020-09-30 | $329,138 | 94,309 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $81,398 | 20,049 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||