Modera Wealth Management, LLC

Position in ET — Energy Transfer LP

CIK 1542143 WESTWOOD, NJ

Position in ET

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$365,574

+$27,072 QoQ

Shares Held

19,120

+9.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#811

of 1,278 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Modera Wealth Management, LLC holds $3,857,930 across 5 Oil & Gas Midstream names. ET ranks #4 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	52,896	$1,691,085
2	EPD	Enterprise Products Partners L.P.	23,310	$856,875
3	ENB	Enbridge Inc	13,388	$725,763
4	ET	Energy Transfer LP This page	19,120	$365,574
5	WMB	Williams Companies, Inc.	2,941	$218,633

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,574	19,120	+9.0%	Shares	Sole	2026-08-03
2026-03-31	$338,502	17,539	+28.6%	Shares	Sole	2026-05-06
2025-12-31	$224,907	13,639	0.0%	Shares	Sole	2026-01-21
2025-09-30	$234,045	13,639	-5.7%	Shares	Sole	2025-10-31
2025-06-30	$262,232	14,464	0.0%	Shares	Sole	2025-08-06
2025-03-31	$268,885	14,464	+20.3%	Shares	Sole	2025-05-08
2024-12-31	$235,530	12,023	-3.3%	Shares	Sole	2025-02-06
2024-09-30	$199,469	12,428	+2.9%	Shares	Sole	2024-10-24
2024-06-30	$195,921	12,079	+7.9%	Shares	Sole	2024-07-29
2024-03-31	$176,018	11,190	+2.8%	Shares	Sole	2024-05-14
2023-12-31	$150,282	10,890	-9.1%	Shares	Sole	2024-02-14
2023-09-30	$168,149	11,985	-3.6%	Shares	Sole	2023-11-30
2023-06-30	$157,975	12,439	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.