Position in VG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$72,255
-$19,026 QoQ
Shares Held
6,492
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#298
of 374 holders
Holding Since
Mar 2025
6 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, 2026Center for Financial Planning, Inc. holds $607,495 across 9 Oil & Gas Midstream names. VG ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTM |
DT Midstream, Inc.
|
2,391 | $350,855 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
2,532 | $93,076 | |
| 3 | VG |
Venture Global, Inc.
This page
|
6,492 | $72,255 | |
| 4 | ENB |
Enbridge Inc
|
695 | $37,675 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
600 | $19,182 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
65 | $15,535 | |
| 7 | NGL |
NGL Energy Partners LP
|
800 | $12,744 | |
| 8 | MPLX |
Mplx LP
|
85 | $4,788 |
All Filings in VG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,255 | 6,492 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $91,281 | 5,792 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $39,501 | 5,792 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $82,188 | 5,792 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $90,239 | 5,792 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $37,244 | 3,616 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||