Position in ET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$250,013
New position
Shares Held
13,076
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#967
of 1,278 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Retirement Planning Group, LLC holds $2,887,618 across 6 Oil & Gas Midstream names. ET ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
10,974 | $954,079 | |
| 2 | ENB |
Enbridge Inc
|
10,600 | $574,626 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
13,547 | $433,097 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
9,658 | $355,028 | |
| 5 | AM |
Antero Midstream Corp
|
14,100 | $320,775 | |
| 6 | ET |
Energy Transfer LP
This page
|
13,076 | $250,013 |
All Filings in ET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,013 | 13,076 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||