Waverly Advisors, LLC

Position in ET — Energy Transfer LP

CIK 1568787 BIRMINGHAM, AL

Position in ET

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$26,582,459

-$6,726,310 QoQ

Shares Held

1,390,296

-19.4% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#90

of 1,281 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Energy · as of Jun 30, 2026

Waverly Advisors, LLC holds $160,619,628 across 18 Oil & Gas Midstream names. ET ranks #1 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP This page	1,390,296	$26,582,459
2	EPD	Enterprise Products Partners L.P.	514,978	$18,930,591
3	LNG	Cheniere Energy, Inc.	78,936	$18,866,493
4	ENB	Enbridge Inc	250,637	$13,587,031
5	MPLX	Mplx LP	239,612	$13,497,343
6	PAA	Plains All American Pipeline LP	592,342	$13,185,532
7	WES	Western Midstream Partners, LP	250,869	$10,978,027
8	AM	Antero Midstream Corp	444,256	$10,106,824

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,582,459	1,390,296	-19.4%	Shares	Sole	2026-08-14
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.