Position in ET
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,373,175
+$323,603 QoQ
Shares Held
71,149
+11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026NAPLES GLOBAL ADVISORS, LLC holds $15,044,890 across 12 Oil & Gas Midstream names. ET ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HESM |
Hess Midstream LP
|
70,366 | $2,735,126 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
76,859 | $2,577,082 | |
| 3 | FLNG |
Flex LNG Ltd.
|
81,455 | $2,420,028 | |
| 4 | ET |
Energy Transfer LP
This page
|
71,149 | $1,373,175 | |
| 5 | CQP |
Cheniere Energy Partners, L.P.
|
19,989 | $1,291,889 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
28,484 | $1,077,834 | |
| 7 | VNOM |
Viper Energy, Inc.
|
22,145 | $1,040,593 | |
| 8 | ENB |
Enbridge Inc
|
18,882 | $1,022,271 |
All Filings in ET
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,373,175 | 71,149 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,049,572 | 63,649 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,052,766 | 61,350 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,017,093 | 56,100 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $609,752 | 32,800 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $662,142 | 33,800 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $542,490 | 33,800 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $546,614 | 33,700 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $530,101 | 33,700 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $465,060 | 33,700 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $516,304 | 36,800 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $467,360 | 36,800 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $467,625 | 37,500 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $413,076 | 34,800 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $378,880 | 34,350 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $342,813 | 34,350 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $384,376 | 34,350 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $282,700 | 34,350 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $343,730 | 35,880 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $381,404 | 35,880 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $264,038 | 34,380 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $212,468 | 34,380 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $290,674 | 53,630 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $409,613 | 57,530 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $269,238 | 58,530 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||