Position in ET
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$244,200
+$1,812 QoQ
Shares Held
12,772
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#976
of 1,278 holders
Holding Since
Sep 2024
8 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $2,370,499 across 6 Oil & Gas Midstream names. ET ranks #6 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
15,497 | $569,669 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
2,240 | $535,382 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
13,808 | $441,441 | |
| 4 | OKE |
Oneok Inc /New/
|
3,514 | $305,506 | |
| 5 | ENB |
Enbridge Inc
|
5,060 | $274,301 | |
| 6 | ET |
Energy Transfer LP
This page
|
12,772 | $244,200 |
All Filings in ET
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,200 | 12,772 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $242,388 | 12,559 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $206,850 | 12,544 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $220,179 | 12,831 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $226,878 | 12,514 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $232,375 | 12,500 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $264,602 | 13,507 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $200,207 | 12,474 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||