Waverly Advisors, LLC

Position in ET — Energy Transfer LP

CIK 1568787 BIRMINGHAM, AL

Position in ET

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$33,308,769

+$10,043,391 QoQ

Shares Held

1,725,843

+22.3% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 1.260253684721032.ToString("F0")% Shared 0.ToString("F0")% None 98.73974631527896.ToString("F0")%

Energy · as of Mar 31, 2026

Waverly Advisors, LLC holds $169,650,869 across 18 Oil & Gas Midstream names. ET ranks #1 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP This page	1,725,843	$33,308,769
2	LNG	Cheniere Energy, Inc.	72,796	$20,656,592
3	EPD	Enterprise Products Partners L.P.	522,446	$19,769,356
4	PAA	Plains All American Pipeline LP	622,795	$13,907,012
5	MPLX	Mplx LP	240,925	$13,749,589
6	ENB	Enbridge Inc	248,191	$13,437,060
7	WES	Western Midstream Partners, LP	253,319	$10,429,143
8	AM	Antero Midstream Corp	457,330	$10,427,124

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,308,769	1,725,843	+22.3%	Shares	Sole	2026-05-15
2025-12-31	$23,265,378	1,410,878	+9.5%	Shares	Sole	2026-02-17
2025-09-30	$22,115,945	1,288,808	-1.9%	Shares	Sole	2025-11-14
2025-06-30	$23,817,326	1,313,697	+0.8%	Shares	Sole	2025-08-14
2025-03-31	$24,235,671	1,303,694	+240.2%	Shares	Sole	2025-05-15
2024-12-31	$7,506,182	383,164	+56.4%	Shares	Sole	2025-02-14
2024-09-30	$3,931,174	244,933	-1.3%	Shares	Sole	2024-11-14
2024-06-30	$4,025,804	248,200	+10.3%	Shares	Sole	2024-08-14
2024-03-31	$3,540,067	225,052	+1.1%	Shares	Sole	2024-05-15
2023-12-31	$3,070,927	222,531	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.