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Equibles

SIMON QUICK ADVISORS, LLC

Position in ET — Energy Transfer LP

CIK 1692038 MORRISTOWN, NJ
Back to ET Full portfolio

Position in ET

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$6,107,233
+$5,071,209 QoQ
Shares Held
319,416
+495.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#201
of 1,283 holders
Holding Since
Jun 2022
11 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, 2026

SIMON QUICK ADVISORS, LLC holds $28,330,038 across 14 Oil & Gas Midstream names. ET ranks #2 (21.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WMB
Williams Companies, Inc.
 95,575 $7,105,045
2 ET
Energy Transfer LP
This page 		319,416 $6,107,233
3 KMI
Kinder Morgan, Inc.
 170,922 $5,464,376
4 TRGP
Targa Resources Corp.
 9,050 $2,426,667
5 OKE
Oneok Inc /New/
 22,834 $1,985,187
6 EPD
Enterprise Products Partners L.P.
 34,410 $1,264,911
7 DTM
DT Midstream, Inc.
 5,602 $822,037
8 LNG
Cheniere Energy, Inc.
 3,313 $791,840

All Filings in ET

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,107,233 319,416
2026-03-31 $1,036,024 53,680
2025-12-31 $885,183 53,680
2025-09-30 $206,537 12,036
2025-06-30 $215,855 11,906
2025-03-31 $255,779 13,759
2024-12-31 $199,426 10,180
2024-09-30 $163,389 10,180
2022-12-31 $190,976 16,089
2022-09-30 $151,982 13,779
2022-06-30 $126,546 12,680