Position in TRMD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$514,336
+$152,890 QoQ
Shares Held
18,435
-0.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 141 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TRMD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026NewEdge Advisors, LLC holds $151,540,206 across 39 Oil & Gas Midstream names. TRMD ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
419,362 | $30,521,166 | |
| 2 | ENB |
Enbridge Inc
|
402,357 | $21,783,607 | |
| 3 | OKE |
Oneok Inc /New/
|
202,714 | $18,323,318 | |
| 4 | ET |
Energy Transfer LP
|
860,407 | $16,605,855 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
379,351 | $12,719,639 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
302,236 | $11,436,610 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
30,868 | $8,759,103 | |
| 8 | MPLX |
Mplx LP
|
82,799 | $4,725,338 |
All Filings in TRMD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $514,336 | 18,435 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $361,446 | 18,460 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $373,407 | 18,109 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $294,049 | 17,650 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $275,875 | 16,740 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $232,699 | 11,964 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $351,439 | 10,279 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $648,815 | 16,735 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $572,026 | 16,367 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $781,901 | 25,712 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $725,702 | 26,370 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||