Atria Investments, Inc

Position in ET — Energy Transfer LP

CIK 1535865 Charlotte, NC

Position in ET

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$218,713

-$100,826 QoQ

Shares Held

11,439

-42.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,014

of 1,278 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Atria Investments, Inc holds $34,409,901 across 18 Oil & Gas Midstream names. ET ranks #16 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	100,961	$7,505,440
2	ENB	Enbridge Inc	103,109	$5,589,538
3	LNG	Cheniere Energy, Inc.	14,343	$3,428,120
4	TRP	Tc Energy Corp	50,446	$3,344,065
5	TRGP	Targa Resources Corp.	12,297	$3,297,317
6	OKE	Oneok Inc /New/	31,072	$2,701,399
7	KMI	Kinder Morgan, Inc.	78,927	$2,523,296
8	DTM	DT Midstream, Inc.	11,398	$1,672,542

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,713	11,439	-42.5%	Shares	Sole	2026-07-28
2024-09-30	$319,539	19,909	-21.3%	Shares	Sole	2024-11-01
2024-06-30	$410,447	25,305	-71.0%	Shares	Sole	2024-08-13
2024-03-31	$1,372,678	87,265	-8.8%	Shares	Sole	2024-05-21
2023-12-31	$1,320,411	95,682	+2.9%	Shares	Sole	2024-02-14
2023-09-30	$1,304,467	92,977	-4.3%	Shares	Sole	2023-11-07
2023-06-30	$1,233,474	97,124	+3.2%	Shares	Sole	2023-08-04
2023-03-31	$1,173,713	94,123	-3.5%	Shares	Sole	2023-05-10
2022-12-31	$1,157,182	97,488	-2.2%	Shares	Sole	2023-01-31
2022-09-30	$1,099,569	99,689	-7.7%	Shares	Sole	2022-11-01
2022-03-31	$1,208,497	107,998	+429.0%	Shares	Sole	2022-05-02
2020-03-31	$93,909	20,415	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.