Position in SMC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,578,731
-$130,826 QoQ
Shares Held
55,433
-1.9% QoQ
Ownership
0.273%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 71 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026Cetera Investment Advisers holds $499,732,082 across 42 Oil & Gas Midstream names. SMC ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
941,516 | $81,855,401 | |
| 2 | ENB |
Enbridge Inc
|
1,491,042 | $80,829,386 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
2,048,749 | $65,498,505 | |
| 4 | WMB |
Williams Companies, Inc.
|
818,190 | $60,824,244 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
1,137,950 | $41,831,042 | |
| 6 | ET |
Energy Transfer LP
|
2,011,589 | $38,461,581 | |
| 7 | AM |
Antero Midstream Corp
|
882,377 | $20,074,076 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
67,881 | $16,224,237 |
All Filings in SMC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,578,731 | 55,433 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,709,557 | 56,533 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $738,849 | 27,693 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $264,616 | 12,883 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $345,529 | 14,086 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $535,665 | 15,806 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $825,719 | 21,856 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $643,991 | 18,384 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||