Position in VG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$146,281
-$227,026 QoQ
Shares Held
13,143
-44.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 372 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $51,236,271 across 17 Oil & Gas Midstream names. VG ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
392,173 | $34,095,486 | |
| 2 | ENB |
Enbridge Inc
|
57,600 | $3,122,488 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
88,964 | $2,844,166 | |
| 4 | ET |
Energy Transfer LP
|
124,448 | $2,379,443 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
53,516 | $1,967,245 | |
| 6 | WMB |
Williams Companies, Inc.
|
20,680 | $1,537,338 | |
| 7 | DTM |
DT Midstream, Inc.
|
9,600 | $1,408,687 | |
| 8 | TRP |
Tc Energy Corp
|
10,674 | $707,577 |
All Filings in VG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,281 | 13,143 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $373,307 | 23,687 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||