Position in ET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,194,434
+$542,188 QoQ
Shares Held
376,278
+9.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#185
of 1,274 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 11%
None 50%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Derivatives in ET
reported options exposure · as of Jun 30, 2026CallValue
$13,384
CallShares
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 Jun 30, 2026Cerity Partners LLC holds $182,120,422 across 31 Oil & Gas Midstream names. ET ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
1,179,452 | $37,707,079 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
111,356 | $26,615,197 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
589,560 | $21,672,224 | |
| 4 | WMB |
Williams Companies, Inc.
|
226,578 | $16,843,807 | |
| 5 | OKE |
Oneok Inc /New/
|
167,807 | $14,589,139 | |
| 6 | ENB |
Enbridge Inc
|
257,696 | $13,969,699 | |
| 7 | ET |
Energy Transfer LP
This page
|
376,278 | $7,194,434 | |
| 8 | DTM |
DT Midstream, Inc.
|
39,411 | $5,783,167 |
All Filings in ET
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,194,434 | 376,278 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $13,384 | 700 | Call | Other | 2026-08-14 | |
| 2026-03-31 | $13,510 | 700 | Call | Other | 2026-05-15 | |
| 2026-03-31 | $6,652,246 | 344,676 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,976,005 | 301,759 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $6,129,620 | 357,204 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $6,018,434 | 331,960 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,241,573 | 335,749 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,045,219 | 308,587 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,892,622 | 242,531 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,048,062 | 187,920 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,545,966 | 225,427 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,866,384 | 207,709 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,199,649 | 85,506 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,702,727 | 134,073 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,199,738 | 96,210 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $912,340 | 76,861 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $631,908 | 57,290 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $577,442 | 57,860 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $646,401 | 57,766 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $189,964 | 23,082 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $270,213 | 28,206 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $298,097 | 28,043 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $216,099 | 28,138 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $217,517 | 35,197 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $224,160 | 41,358 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $152,076 | 21,359 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $86,857 | 18,882 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||