Position in ET
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$989,287
-$31,527 QoQ
Shares Held
51,741
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#511
of 1,278 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,355,520 across 38 Oil & Gas Midstream names. ET ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
13,823 | $1,027,596 | |
| 2 | ET |
Energy Transfer LP
This page
|
51,741 | $989,287 | |
| 3 | TRGP |
Targa Resources Corp.
|
2,790 | $748,106 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
21,912 | $700,522 | |
| 5 | ENB |
Enbridge Inc
|
12,267 | $664,989 | |
| 6 | DTM |
DT Midstream, Inc.
|
4,437 | $651,081 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
13,867 | $509,750 | |
| 8 | OKE |
Oneok Inc /New/
|
5,370 | $466,864 |
All Filings in ET
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,287 | 51,741 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,020,814 | 52,892 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $811,009 | 49,182 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $842,075 | 49,072 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,008,317 | 55,616 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,033,641 | 55,602 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,101,800 | 56,243 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $273,507 | 17,041 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $259,957 | 16,027 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $222,626 | 14,153 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $195,104 | 14,138 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $202,060 | 14,402 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $202,589 | 15,952 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $173,844 | 13,941 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $274,220 | 23,102 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $186,230 | 16,884 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $72,873 | 7,302 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $79,471 | 7,102 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $56,391 | 6,852 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||