Position in ET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,429,564
+$42,686 QoQ
Shares Held
74,768
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#435
of 1,278 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Meridian Wealth Management, LLC holds $10,684,204 across 9 Oil & Gas Midstream names. ET ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
187,278 | $5,987,277 | |
| 2 | ET |
Energy Transfer LP
This page
|
74,768 | $1,429,564 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
3,250 | $776,782 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
15,973 | $587,167 | |
| 5 | OKE |
Oneok Inc /New/
|
6,598 | $573,630 | |
| 6 | ENB |
Enbridge Inc
|
10,024 | $543,401 | |
| 7 | WMB |
Williams Companies, Inc.
|
5,872 | $436,524 | |
| 8 | TRGP |
Targa Resources Corp.
|
1,087 | $291,468 |
All Filings in ET
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,429,564 | 74,768 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,386,878 | 71,859 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,245,407 | 75,525 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,849,745 | 107,794 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,115,354 | 116,677 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,050,402 | 110,296 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,145,418 | 109,516 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,725,808 | 107,527 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,769,942 | 109,121 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $1,475,385 | 106,912 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,377,998 | 98,218 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,107,490 | 87,204 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $864,769 | 69,348 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $666,488 | 56,149 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $663,520 | 60,156 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $530,117 | 53,118 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $720,221 | 64,363 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $513,164 | 62,353 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $507,529 | 52,978 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $562,369 | 52,904 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $455,109 | 59,259 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $429,157 | 69,443 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $336,224 | 62,034 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||