Position in ET
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$22,665,842
+$7,843,394 QoQ
Shares Held
1,174,396
+30.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.09656027438785554.ToString("F0")%
Shared 0.ToString("F0")%
None 99.90343972561215.ToString("F0")%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Derivatives in ET
reported options exposure · as of Sep 30, 2025CallValue
$46,332
CallShares
2,700
PutValue
$0
PutShares
0
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, 2026Creative Planning holds $316,603,010 across 36 Oil & Gas Midstream names. ET ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEL |
Genesis Energy LP
|
3,105,883 | $55,377,893 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
962,240 | $36,411,161 | |
| 3 | WMB |
Williams Companies, Inc.
|
432,230 | $31,457,699 | |
| 4 | OKE |
Oneok Inc /New/
|
347,276 | $31,390,277 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
830,164 | $27,835,398 | |
| 6 | ET |
Energy Transfer LP
This page
|
1,174,396 | $22,665,842 | |
| 7 | ENB |
Enbridge Inc
|
392,078 | $21,227,102 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
69,722 | $19,784,314 |
All Filings in ET
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,665,842 | 1,174,396 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $14,822,448 | 898,875 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,332 | 2,700 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $26,999,989 | 1,573,426 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,854,561 | 1,095,122 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $19,202,762 | 1,032,962 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,008,078 | 970,295 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,777,388 | 796,099 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $11,046,111 | 681,018 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,135,625 | 644,350 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,500,741 | 543,532 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,265,758 | 517,873 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $5,660,605 | 445,717 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,264,160 | 422,146 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,348,420 | 450,583 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,143,551 | 375,662 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,956,690 | 396,462 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,547 | 1,300 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $3,872,265 | 346,047 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,192,951 | 387,965 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,852,079 | 402,096 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,381,900 | 130,000 | Call | Sole | 2021-08-04 | |
| 2021-06-30 | $3,697,836 | 347,868 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $13,878,850 | 1,807,142 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $9,760,654 | 1,579,394 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,130 | 1,500 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $8,406,457 | 1,551,007 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $11,137,744 | 1,564,290 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $10,618,607 | 2,308,393 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $6,900 | 1,500 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||