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UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in ET — Energy Transfer LP

CIK 1463217 IRVING, TX

Position in ET

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$2,429,599
+$632,124 QoQ
Shares Held
125,886
+15.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $31,654,436 across 12 Oil & Gas Midstream names. ET ranks #5 (7.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 ET
Energy Transfer LP
This page
125,886 $2,429,599

All Filings in ET

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,429,599 125,886
2025-12-31 $1,797,475 109,004
2025-09-30 $406,880 23,711
2025-06-30 $490,090 27,032
2025-03-31 $342,985 18,450
2024-09-30 $163,581 10,192
2024-06-30 $167,309 10,315
2024-03-31 $848,130 53,918
2023-12-31 $753,452 54,598
2023-09-30 $1,826,116 130,158
2023-06-30 $1,657,718 130,529
2023-03-31 $2,069,832 165,985
2022-12-31 $2,250,991 189,637
2022-09-30 $2,059,466 186,715
2022-06-30 $1,830,292 183,396
2022-03-31 $2,476,593 221,322
2021-12-31 $1,590,110 193,209
2021-09-30 $2,171,747 226,696
2021-06-30 $2,545,098 239,426
2021-03-31 $1,850,949 241,009
2020-12-31 $1,827,778 295,757
2020-09-30 $1,772,144 326,964
2020-06-30 $2,351,963 330,332
2020-03-31 $1,616,453 351,403