SIMON QUICK ADVISORS, LLC

Position in ET — Energy Transfer LP

CIK 1692038 MORRISTOWN, NJ

Position in ET

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,036,024

+$150,841 QoQ

Shares Held

53,680

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

SIMON QUICK ADVISORS, LLC holds $21,413,106 across 13 Oil & Gas Midstream names. ET ranks #5 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	95,174	$6,926,763
2	KMI	Kinder Morgan, Inc.	170,440	$5,714,853
3	TRGP	Targa Resources Corp.	9,045	$2,267,852
4	EPD	Enterprise Products Partners L.P.	35,914	$1,358,985
5	ET	Energy Transfer LP This page	53,680	$1,036,024
6	LNG	Cheniere Energy, Inc.	3,307	$938,394
7	DTM	DT Midstream, Inc.	5,610	$755,498
8	WES	Western Midstream Partners, LP	17,400	$716,358

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,036,024	53,680	0.0%	Shares	Sole	2026-05-06
2025-12-31	$885,183	53,680	+346.0%	Shares	Sole	2026-01-29
2025-09-30	$206,537	12,036	+1.1%	Shares	Sole	2025-10-21
2025-06-30	$215,855	11,906	-13.5%	Shares	Sole	2025-10-08
2025-03-31	$255,779	13,759	+35.2%	Shares	Sole	2025-04-15
2024-12-31	$199,426	10,180	0.0%	Shares	Sole	2025-01-17
2024-09-30	$163,389	10,180	-36.7%	Shares	Sole	2024-10-15
2022-12-31	$190,976	16,089	+16.8%	Shares	Sole	2023-01-30
2022-09-30	$151,982	13,779	+8.7%	Shares	Sole	2022-11-07
2022-06-30	$126,546	12,680	—	Shares	Sole	2022-08-08
No filing history on record for this holder in this stock.