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CAPTRUST FINANCIAL ADVISORS

Position in ET — Energy Transfer LP

CIK 1512024 RALEIGH, NC

Position in ET

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$15,405,839
+$2,826,080 QoQ
Shares Held
798,230
+4.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 49.89858825327506.ToString("F0")% Shared 0.ToString("F0")% None 50.10141174672494.ToString("F0")%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $168,040,237 across 30 Oil & Gas Midstream names. ET ranks #5 (9.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 ET
Energy Transfer LP
This page
798,230 $15,405,839

All Filings in ET

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $15,405,839 798,230
2025-12-31 $12,579,759 762,872
2025-09-30 $8,872,766 517,061
2025-06-30 $9,284,699 512,118
2025-03-31 $8,889,868 478,207
2024-12-31 $9,676,010 493,926
2024-09-30 $8,064,900 502,486
2024-06-30 $7,678,710 473,410
2024-03-31 $7,281,354 462,896
2023-12-31 $16,052,132 1,163,198
2023-09-30 $13,354,960 951,886
2023-06-30 $11,960,745 941,791
2023-03-31 $6,054,883 485,556
2022-12-31 $5,435,142 457,889
2022-09-30 $4,888,253 443,178
2022-06-30 $3,341,274 334,797
2022-03-31 $3,659,241 327,010
2021-12-31 $2,663,211 323,598
2021-09-30 $2,396,743 250,182
2021-06-30 $2,977,463 280,100
2021-03-31 $2,143,749 279,134
2020-12-31 $1,742,605 281,975
2020-09-30 $1,341,601 247,528
2020-06-30 $2,053,265 288,380
2020-03-31 $1,251,370 272,037