Position in VG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,365
-$11,047 QoQ
Shares Held
572
-48.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#326
of 372 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,355,520 across 38 Oil & Gas Midstream names. VG ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
13,823 | $1,027,596 | |
| 2 | ET |
Energy Transfer LP
|
51,741 | $989,287 | |
| 3 | TRGP |
Targa Resources Corp.
|
2,790 | $748,106 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
21,912 | $700,522 | |
| 5 | ENB |
Enbridge Inc
|
12,267 | $664,989 | |
| 6 | DTM |
DT Midstream, Inc.
|
4,437 | $651,081 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
13,867 | $509,750 | |
| 8 | OKE |
Oneok Inc /New/
|
5,370 | $466,864 |
All Filings in VG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,365 | 572 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,412 | 1,105 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $422 | 62 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,639 | 186 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $370 | 36 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||