Annex Advisory Services, LLC

Position in ET — Energy Transfer LP

CIK 1542287 BROOKFIELD, WI

Position in ET

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$277,048

-$1,624 QoQ

Shares Held

14,490

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#919

of 1,278 holders

Holding Since

Mar 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Annex Advisory Services, LLC holds $10,754,857 across 5 Oil & Gas Midstream names. ET ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	129,078	$9,595,658
2	EPD	Enterprise Products Partners L.P.	9,811	$360,652
3	MPLX	Mplx LP	4,986	$280,861
4	ET	Energy Transfer LP This page	14,490	$277,048
5	KMI	Kinder Morgan, Inc.	7,527	$240,638

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,048	14,490	+0.4%	Shares	Sole	2026-07-10
2026-03-31	$278,672	14,439	+0.4%	Shares	Sole	2026-04-16
2025-12-31	$237,076	14,377	+24.8%	Shares	Sole	2026-01-26
2023-12-31	$158,976	11,520	-63.0%	Shares	Sole	2024-02-13
2020-09-30	$168,713	31,128	+29.7%	Shares	Sole	2020-10-23
2020-06-30	$170,880	24,000	-1.6%	Shares	Sole	2020-07-21
2020-03-31	$112,240	24,400	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.