BALDWIN WEALTH PARTNERS LLC/MA

Position in ET — Energy Transfer LP

CIK 1021258 Marion, MA

Position in ET

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$4,601,495

-$265,598 QoQ

Shares Held

240,664

-4.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#224

of 1,277 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

BALDWIN WEALTH PARTNERS LLC/MA holds $18,040,298 across 10 Oil & Gas Midstream names. ET ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	182,920	$6,724,139
2	ET	Energy Transfer LP This page	240,664	$4,601,495
3	TRGP	Targa Resources Corp.	10,135	$2,717,598
4	OKE	Oneok Inc /New/	11,446	$995,115
5	TRP	Tc Energy Corp	14,529	$963,127
6	GLP	Global Partners LP	17,000	$792,030
7	PAA	Plains All American Pipeline LP	21,409	$476,564
8	KMI	Kinder Morgan, Inc.	8,798	$281,272

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,601,495	240,664	-4.6%	Shares	Sole	2026-07-14
2026-03-31	$4,867,093	252,181	-2.1%	Shares	Sole	2026-04-14
2025-12-31	$4,247,873	257,603	-1.2%	Shares	Sole	2026-01-07
2025-09-30	$4,471,947	260,603	-2.0%	Shares	Sole	2025-10-14
2025-06-30	$4,822,634	266,003	-1.0%	Shares	Sole	2025-07-24
2025-03-31	$4,996,118	268,753	-6.2%	Shares	Sole	2025-04-14
2024-12-31	$5,614,082	286,579	+0.6%	Shares	Sole	2025-01-22
2024-09-30	$4,573,110	284,929	-0.8%	Shares	Sole	2024-10-16
2024-06-30	$4,657,232	287,129	0.0%	Shares	Sole	2024-07-12
2024-03-31	$4,516,539	287,129	-0.4%	Shares	Sole	2024-04-12
2023-12-31	$3,978,940	288,329	+0.1%	Shares	Sole	2024-01-08
2023-09-30	$4,039,643	287,929	-1.1%	Shares	Sole	2023-10-10
2023-06-30	$3,698,608	291,229	-1.5%	Shares	Sole	2023-07-14
2023-03-31	$3,687,740	295,729	+5.8%	Shares	Sole	2023-04-21
2022-12-31	$3,316,822	279,429	+328.5%	Shares	Sole	2023-01-27
2022-09-30	$719,200	65,204	-0.7%	Shares	Sole	2022-10-14
2022-06-30	$655,236	65,655	-0.7%	Shares	Sole	2022-07-18
2022-03-31	$739,714	66,105	0.0%	Shares	Sole	2022-04-13
2021-12-31	$544,044	66,105	0.0%	Shares	Sole	2022-01-14
2021-09-30	$633,285	66,105	0.0%	Shares	Sole	2021-10-27
2021-06-30	$702,696	66,105	+4.8%	Shares	Sole	2021-07-30
2021-03-31	$484,646	63,105	0.0%	Shares	Sole	2021-04-08
2020-12-31	$389,988	63,105	0.0%	Shares	Sole	2021-01-12
2020-09-30	$342,029	63,105	0.0%	Shares	Sole	2020-10-16
2020-06-30	$449,307	63,105	-0.5%	Shares	Sole	2020-07-21
2020-03-31	$291,842	63,444	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.