Position in ET
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,629,827
-$15,343 QoQ
Shares Held
85,242
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#406
of 1,278 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Summit Financial Strategies, Inc. holds $1,629,827 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
85,242 | $1,629,827 |
All Filings in ET
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,629,827 | 85,242 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,645,170 | 85,242 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,405,574 | 85,238 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,454,018 | 84,733 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,544,385 | 85,184 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,581,711 | 85,084 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,674,455 | 85,475 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,348,312 | 84,007 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,362,593 | 84,007 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,321,430 | 84,007 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,159,296 | 84,007 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,178,618 | 84,007 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,066,888 | 84,007 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,048,814 | 84,107 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $997,163 | 84,007 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $926,597 | 84,007 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $838,389 | 84,007 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $940,038 | 84,007 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $691,377 | 84,007 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $804,787 | 84,007 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $892,994 | 84,007 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $645,173 | 84,007 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $519,163 | 84,007 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||