MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in ET — Energy Transfer LP
CIK 1607355
GLASTONBURY, CT
Position in ET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$301,331
-$12,487 QoQ
Shares Held
15,760
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#887
of 1,277 holders
Holding Since
Jun 2021
20 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 Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $682,383 across 10 Oil & Gas Midstream names. ET ranks #1 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
15,760 | $301,331 | |
| 2 | PAGP |
Plains Gp Holdings LP
|
5,300 | $128,631 | |
| 3 | OKE |
Oneok Inc /New/
|
1,088 | $94,590 | |
| 4 | HESM |
Hess Midstream LP
|
1,150 | $43,240 | |
| 5 | WMB |
Williams Companies, Inc.
|
525 | $39,028 | |
| 6 | ENB |
Enbridge Inc
|
500 | $27,105 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
620 | $22,791 | |
| 8 | KNTK |
Kinetik Holdings Inc.
|
200 | $9,668 |
All Filings in ET
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,331 | 15,760 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $313,818 | 16,260 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $268,127 | 16,260 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $265,293 | 15,460 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $280,289 | 15,460 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $240,926 | 12,960 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $244,091 | 12,460 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $195,168 | 12,160 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $197,235 | 12,160 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $191,276 | 12,160 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,248 | 960 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,468 | 960 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,192 | 960 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,971 | 960 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,395 | 960 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,588 | 960 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,580 | 960 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,742 | 960 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,900 | 960 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $350,790 | 33,000 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||