Position in TNCAF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,981
New position
Shares Held
226
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#336
of 385 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $3,412,082 across 16 Oil & Gas Midstream names. TNCAF ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
6,863 | $1,640,325 | |
| 2 | WMB |
Williams Companies, Inc.
|
6,506 | $483,656 | |
| 3 | OKE |
Oneok Inc /New/
|
3,859 | $335,501 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
6,085 | $223,684 | |
| 5 | TRGP |
Targa Resources Corp.
|
717 | $192,256 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,360 | $139,389 | |
| 7 | ENB |
Enbridge Inc
|
2,223 | $120,508 | |
| 8 | ET |
Energy Transfer LP
|
6,124 | $117,090 |
All Filings in TNCAF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,981 | 226 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||