Transamerica Financial Advisors, LLC
Position in SMC — Summit Midstream Corp
CIK 1502149
CEDAR RAPIDS, IA
Position in SMC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$211
+$25 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $5,207,149 across 18 Oil & Gas Midstream names. SMC ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
66,073 | $4,808,792 | |
| 2 | ENB |
Enbridge Inc
|
2,751 | $148,939 | |
| 3 | TK |
Teekay Corp Ltd
|
11,206 | $136,825 | |
| 4 | TRP |
Tc Energy Corp
|
684 | $42,818 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
69 | $19,579 | |
| 6 | OKE |
Oneok Inc /New/
|
214 | $19,343 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
450 | $15,088 | |
| 8 | TRGP |
Targa Resources Corp.
|
39 | $9,778 |
All Filings in SMC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211 | 7 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $186 | 7 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||