Took a tracking position in $DTM, the natural gas offshoot of DTE Energy ($DTE). They have some existing pipelines and a sizable expansion planned. With natural gas demand growing, this could be an interesting play. They also have exposure to hydrogen and carbon capture.

They also have grown their dividend to just under 5% with over 15% dividend growth since spin off. Certainly this small cap is going to start popping up on radar soon.