NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in ET — Energy Transfer LP
CIK 1109767
CEDAR RAPIDS, IA
Position in ET
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,653,019
-$92,784 QoQ
Shares Held
295,660
-0.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#210
of 1,274 holders
Holding Since
Dec 2021
19 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $30,441,852 across 9 Oil & Gas Midstream names. ET ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
247,164 | $9,085,748 | |
| 2 | ET |
Energy Transfer LP
This page
|
295,660 | $5,653,019 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
136,822 | $4,374,199 | |
| 4 | OKE |
Oneok Inc /New/
|
33,845 | $2,942,484 | |
| 5 | VNOM |
Viper Energy, Inc.
|
67,632 | $2,867,596 | |
| 6 | AM |
Antero Midstream Corp
|
107,246 | $2,439,846 | |
| 7 | WMB |
Williams Companies, Inc.
|
26,104 | $1,940,571 | |
| 8 | ENB |
Enbridge Inc
|
16,211 | $878,798 |
All Filings in ET
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,653,019 | 295,660 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,745,803 | 297,710 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,956,135 | 300,554 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,058,888 | 294,807 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,420,616 | 298,986 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,551,606 | 298,634 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,948,542 | 303,652 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,122,213 | 319,141 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,900,386 | 302,120 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,753,716 | 302,207 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,169,601 | 302,145 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,241,381 | 302,308 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,870,794 | 304,787 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,832,055 | 307,302 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,628,207 | 305,662 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,399,644 | 308,218 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,100,446 | 310,666 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,669,794 | 327,953 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $205,651 | 24,988 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||