Position in ET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$637,766
-$121,920 QoQ
Shares Held
33,356
-15.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#614
of 1,274 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $8,063,257 across 8 Oil & Gas Midstream names. ET ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
44,164 | $3,839,618 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
34,752 | $1,277,483 | |
| 3 | ENB |
Enbridge Inc
|
13,029 | $706,302 | |
| 4 | ET |
Energy Transfer LP
This page
|
33,356 | $637,766 | |
| 5 | TRP |
Tc Energy Corp
|
8,838 | $585,871 | |
| 6 | WMB |
Williams Companies, Inc.
|
5,369 | $399,131 | |
| 7 | PAA |
Plains All American Pipeline LP
|
16,500 | $367,290 | |
| 8 | PBA |
Pembina Pipeline Corp
|
5,401 | $249,796 |
All Filings in ET
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,766 | 33,356 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $759,686 | 39,362 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $560,165 | 33,970 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $584,418 | 34,057 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $574,394 | 31,682 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $564,559 | 30,369 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $550,322 | 28,092 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $450,876 | 28,092 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $431,322 | 26,592 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $332,359 | 21,129 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $187,831 | 13,611 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $190,822 | 13,601 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $274,332 | 21,601 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $269,364 | 21,601 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $261,591 | 22,038 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $331,572 | 30,061 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $207,164 | 20,758 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $232,282 | 20,758 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $170,838 | 20,758 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $218,404 | 22,798 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $242,023 | 22,768 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $124,892 | 16,262 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||