BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in ET — Energy Transfer LP
CIK 1654599
MORRISTOWN, NJ
Position in ET
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$12,351
+$4,882 QoQ
Shares Held
646
+66.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,224
of 1,278 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $10,563,588 across 9 Oil & Gas Midstream names. ET ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
161,787 | $8,770,473 | |
| 2 | PAA |
Plains All American Pipeline LP
|
40,900 | $910,434 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
9,452 | $302,180 | |
| 4 | OKE |
Oneok Inc /New/
|
3,052 | $265,340 | |
| 5 | GLP |
Global Partners LP
|
3,500 | $163,065 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
1,820 | $66,903 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
200 | $47,802 | |
| 8 | PBT |
Permian Basin Royalty Trust
|
1,000 | $25,040 |
All Filings in ET
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,351 | 646 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $7,469 | 387 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||