Position in VG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$91,281
+$51,780 QoQ
Shares Held
5,792
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in VG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Center for Financial Planning, Inc. holds $604,013 across 9 Oil & Gas Midstream names. VG ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTM |
DT Midstream, Inc.
|
2,410 | $324,554 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
2,532 | $95,810 | |
| 3 | VG |
Venture Global, Inc.
This page
|
5,792 | $91,281 | |
| 4 | ENB |
Enbridge Inc
|
695 | $37,627 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
600 | $20,118 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
65 | $18,444 | |
| 7 | NGL |
NGL Energy Partners LP
|
800 | $9,864 | |
| 8 | MPLX |
Mplx LP
|
85 | $4,850 |
All Filings in VG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||