AE Wealth Management LLC

Position in ET — Energy Transfer LP

CIK 1697723 TOPEKA, KS

Position in ET

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,379,443

+$237,608 QoQ

Shares Held

124,448

+12.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#330

of 1,274 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

AE Wealth Management LLC holds $51,236,271 across 17 Oil & Gas Midstream names. ET ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	392,173	$34,095,486
2	ENB	Enbridge Inc	57,600	$3,122,488
3	KMI	Kinder Morgan, Inc.	88,964	$2,844,166
4	ET	Energy Transfer LP This page	124,448	$2,379,443
5	EPD	Enterprise Products Partners L.P.	53,516	$1,967,245
6	WMB	Williams Companies, Inc.	20,680	$1,537,338
7	DTM	DT Midstream, Inc.	9,600	$1,408,687
8	TRP	Tc Energy Corp	10,674	$707,577

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,379,443	124,448	+12.1%	Shares	Sole	2026-08-03
2026-03-31	$2,141,835	110,976	+7.3%	Shares	Sole	2026-05-13
2025-12-31	$1,704,899	103,390	+2.4%	Shares	Other	2026-01-26
2025-09-30	$1,733,261	101,006	+7.7%	Shares	Other	2025-11-03
2025-06-30	$1,700,375	93,788	-7.8%	Shares	Sole	2025-08-06
2025-03-31	$1,890,582	101,699	+12.7%	Shares	Sole	2025-05-06
2024-12-31	$1,768,193	90,260	+4.2%	Shares	Other	2025-02-13
2024-09-30	$1,390,058	86,608	-2.9%	Shares	Other	2024-11-14
2024-06-30	$1,447,343	89,232	+22.6%	Shares	Sole	2024-08-12
2024-03-31	$1,144,939	72,787	-70.3%	Shares	Sole	2024-05-15
2023-12-31	$3,387,375	245,462	+67.3%	Shares	Sole	2024-02-14
2023-09-30	$2,058,930	146,752	+17.6%	Shares	Sole	2023-10-11
2023-06-30	$1,584,604	124,772	+5.1%	Shares	Sole	2023-07-10
2023-03-31	$1,480,800	118,749	+23.4%	Shares	Sole	2023-04-14
2022-12-31	$1,142,475	96,249	-41.0%	Shares	Sole	2023-01-31
2022-09-30	$1,799,698	163,164	+12.4%	Shares	Sole	2022-10-25
2022-06-30	$1,448,237	145,114	-44.8%	Shares	Sole	2022-08-03
2022-03-31	$2,941,269	262,848	+58.8%	Shares	Sole	2022-04-18
2021-12-31	$1,361,974	165,489	+11.1%	Shares	Sole	2022-01-20
2021-09-30	$1,427,582	149,017	+6.0%	Shares	Sole	2021-11-01
2021-06-30	$1,494,833	140,624	+13.6%	Shares	Sole	2021-07-21
2021-03-31	$950,860	123,810	-2.8%	Shares	Sole	2021-04-27
2020-12-31	$787,369	127,406	+22.5%	Shares	Sole	2021-02-01
2020-09-30	$563,642	103,993	-26.1%	Shares	Sole	2020-11-06
2020-06-30	$1,002,147	140,751	-9.2%	Shares	Sole	2020-08-05
2020-03-31	$713,032	155,007	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.