Position in ET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,862,534
-$199,626 QoQ
Shares Held
1,352,643
+0.2% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#92
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $52,959,607 across 10 Oil & Gas Midstream names. ET ranks #1 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
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|
1,352,643 | $25,862,534 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
171,614 | $6,308,530 | |
| 3 | WMB |
Williams Companies, Inc.
|
68,159 | $5,066,940 | |
| 4 | TRGP |
Targa Resources Corp.
|
17,957 | $4,814,989 | |
| 5 | MPLX |
Mplx LP
|
66,583 | $3,750,620 | |
| 6 | OKE |
Oneok Inc /New/
|
42,948 | $3,733,899 | |
| 7 | ENB |
Enbridge Inc
|
40,375 | $2,188,728 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
22,949 | $733,679 |
All Filings in ET
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,862,534 | 1,352,643 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,062,160 | 1,350,371 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,156,607 | 1,343,639 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,377,497 | 1,362,325 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,729,356 | 1,364,002 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,047,057 | 1,293,548 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,683,371 | 1,311,045 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $20,718,848 | 1,290,894 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,255,028 | 1,310,421 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,686,963 | 1,315,128 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $17,733,193 | 1,285,014 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,311,484 | 164,753 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,068,283 | 162,857 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,714,126 | 137,460 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,414,904 | 119,200 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,471,004 | 133,364 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,462,998 | 146,593 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,491,996 | 133,333 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,097,001 | 133,293 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,535,999 | 160,334 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,717,999 | 161,618 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,237,002 | 161,068 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,025,997 | 166,019 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $775,997 | 143,173 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $75,002 | 10,534 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $61,000 | 13,261 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||