Lee Financial Co

Position in ET — Energy Transfer LP

CIK 1391166 Dallas, TX

Position in ET

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$770,612

+$2,009 QoQ

Shares Held

40,304

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#566

of 1,278 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Energy · as of Jun 30, 2026

Lee Financial Co holds $10,829,613 across 12 Oil & Gas Midstream names. ET ranks #6 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	21,862	$1,900,681
2	EPD	Enterprise Products Partners L.P.	51,357	$1,887,883
3	WMB	Williams Companies, Inc.	22,883	$1,701,121
4	VNOM	Viper Energy, Inc.	33,218	$1,408,443
5	ENB	Enbridge Inc	19,668	$1,066,201
6	ET	Energy Transfer LP This page	40,304	$770,612
7	PAA	Plains All American Pipeline LP	21,976	$489,185
8	MPLX	Mplx LP	7,778	$438,134

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$770,612	40,304	+1.2%	Shares	Sole	2026-07-22
2026-03-31	$768,603	39,824	-8.7%	Shares	Sole	2026-04-13
2025-12-31	$719,194	43,614	-77.5%	Shares	Sole	2026-01-22
2025-09-30	$3,325,898	193,817	+359.7%	Shares	Other	2025-11-04
2025-06-30	$764,360	42,160	0.0%	Shares	Other	2025-07-24
2025-03-31	$783,753	42,160	-78.2%	Shares	Other	2025-05-13
2024-12-31	$3,780,105	192,961	+0.9%	Shares	Sole	2025-01-30
2024-09-30	$3,070,428	191,304	+376.1%	Shares	Sole	2024-11-14
2024-06-30	$651,799	40,185	0.0%	Shares	Other	2024-08-14
2024-03-31	$632,109	40,185	-6.5%	Shares	Other	2024-05-15
2023-12-31	$593,385	42,999	+8.6%	Shares	Sole	2024-02-08
2023-09-30	$555,335	39,582	0.0%	Shares	Sole	2023-11-09
2023-06-30	$502,690	39,582	0.0%	Shares	Sole	2023-08-08
2023-03-31	$493,587	39,582	-76.0%	Shares	Sole	2023-05-15
2022-12-31	$1,960,995	165,206	0.0%	Shares	Sole	2023-02-09
2022-09-30	$1,822,221	165,206	0.0%	Shares	Sole	2022-11-02
2022-06-30	$1,648,755	165,206	0.0%	Shares	Sole	2022-08-10
2022-03-31	$1,848,654	165,206	+13.7%	Shares	Other	2022-05-11
2021-12-31	$1,196,337	145,363	+1.4%	Shares	Other	2022-02-08
2021-09-30	$1,373,723	143,395	0.0%	Shares	Other	2021-11-12
2021-06-30	$1,524,287	143,395	+4.6%	Shares	Other	2021-08-04
2021-03-31	$1,052,596	137,057	-5.5%	Shares	Other	2021-05-13
2020-12-31	$896,637	145,087	-0.5%	Shares	Other	2021-02-12
2020-09-30	$790,343	145,820	-3.0%	Shares	Other	2020-11-03
2020-06-30	$1,070,776	150,390	+1.2%	Shares	Other	2020-08-11
2020-03-31	$683,513	148,590	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.