Summit Midstream
Moves gas, oil, and produced water through U.S. shale-basin systems.
$34.08
After-hours close0.00 (0.00%)
At close$34.08(+0.56%)
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Breakdown13F · Form 4
Institutions 39.54%5.46M sharesInsiders 5.36%740.7K sharesOther 55.10%7.61M shares
Shares outstanding 13.81M · Float 9.70M · 70.3% free float
Institutions13F, as of Mar 31, 2026
77 holders · 5.46M shares · 15 new positions · 38 increased · 24 reduced · 7 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Invesco Ltd. | 969.4K | 7.02% | −1.7K | May 12, 2026 |
| Deltroit Asset Management (UK) LLP | 707.1K | 5.12% | 0 | May 15, 2026 |
| BlackRock, Inc. | 649.4K | 4.70% | −18.9K | May 13, 2026 |
| Vanguard Capital Management LLC | 506.2K | 3.66% | +506.2Knew | May 15, 2026 |
| Geode Capital Management, LLC | 233.0K | 1.69% | −5.0K | May 15, 2026 |
| Eagle Global Advisors LLC | 226.8K | 1.64% | +23.0K | May 15, 2026 |
| State Street Corp | 178.6K | 1.29% | +22.3K | May 15, 2026 |
| Charles Schwab Investment Management Inc | 174.3K | 1.26% | −26.6K | May 15, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Tailwater Capital LLCincl. Tailwater Energy Fund III LP, Jason H. Downie +2 more | 39.10% | 7.89M | 13D | Apr 9, 2026 ↗ |
| Invesco Ltd. | 7.80% | 957.0K | 13G | May 9, 2025 ↗ |
| He Zhengxu | 5.20% | 936.0K | 13G | Feb 19, 2025 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Connect Midstream, LLC | 10 percent owner | 1.37M | 9.90% | Apr 13, 2026 |
| J. Heath Deneke | officer: Chairman, President and CEO | 326.5K | 2.36% | Mar 17, 2026 |
| William J. Mault | officer: Executive VP and CFO | 80.6K | 0.58% | Mar 17, 2026 |
| James David Johnston | officer: Executive VP, GC, CCO and Secy | 75.4K | 0.55% | Jul 6, 2026 |
| James Lee Jacobe | director | 45.7K | 0.33% | Mar 18, 2026 |
| James J. Cleary | director | 37.0K | 0.27% | Mar 18, 2026 |
| Robert Joseph McNally | director | 37.0K | 0.27% | Mar 18, 2026 |
| Matthew B. Sicinski | officer: Senior VP and CAO | 36.0K | 0.26% | Mar 17, 2026 |
| Marguerite Woung-Chapman | director | 33.3K | 0.24% | Mar 18, 2025 |
| Rommel Oates | director | 26.2K | 0.19% | Mar 18, 2026 |
2 ten-percent owners hold 7.89M shares by Form 4, outside the officers-and-directors figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jul 2, 2026 | James David Johnstonofficer: Executive VP, GC, CCO and Secy | Sale | 2,600 | $29.72 | 75,357 |
| May 19, 2026 | Jerry L. Petersdirector | Sale | 10,000 | $32.00 | 16,979 |
| Mar 31, 2026 | Connect Midstream, LLC10 percent owner | Purchase | 1,220,918 | $31.08 | 1,367,397 |
| Aug 28, 2025 | Connect Midstream, LLC10 percent owner | Purchase | 26,319 | $20.89 | 146,479 |
CongressHouse and Senate disclosures
Not reported.