Position in ET
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$137,838,573
+$10,926,273 QoQ
Shares Held
7,141,895
-7.2% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.15466483335305267.ToString("F0")%
Shared 0.ToString("F0")%
None 99.84533516664695.ToString("F0")%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Derivatives in ET
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$162,748
PutShares
11,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026LPL Financial LLC holds $1,328,994,673 across 47 Oil & Gas Midstream names. ET ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
3,602,572 | $195,043,248 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
4,165,740 | $157,631,601 | |
| 3 | WMB |
Williams Companies, Inc.
|
2,148,544 | $156,371,032 | |
| 4 | OKE |
Oneok Inc /New/
|
1,674,485 | $151,356,699 | |
| 5 | ET |
Energy Transfer LP
This page
|
7,141,895 | $137,838,573 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
4,033,465 | $135,242,081 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
348,932 | $99,012,944 | |
| 8 | TRP |
Tc Energy Corp
|
933,699 | $58,449,557 |
All Filings in ET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,838,573 | 7,141,895 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $126,912,300 | 7,696,319 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $128,021,424 | 7,460,456 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $114,343,190 | 6,306,850 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $110,766,358 | 5,958,384 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $100,278,859 | 5,118,880 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $75,858,527 | 4,726,388 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $68,331,421 | 4,212,788 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $61,997,482 | 3,941,353 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $49,233,639 | 3,567,655 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $46,909,950 | 3,343,546 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $162,748 | 11,600 | Put | Sole | 2023-11-13 | |
| 2023-06-30 | $35,119,005 | 2,765,276 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $31,404,834 | 2,518,431 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $27,821,428 | 2,343,844 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,575,727 | 1,956,095 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,985,522 | 1,902,357 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,464,149 | 1,471,327 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,325,344 | 1,376,105 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,767,974 | 1,332,774 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,589,166 | 1,090,232 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,669,747 | 998,665 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,981,677 | 967,909 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,102,702 | 941,458 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $6,573,340 | 923,222 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,920,903 | 634,979 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||