Pinnacle Wealth Planning Services, Inc.

Position in ET — Energy Transfer LP

CIK 1726752 MANSFIELD, OH

Position in ET

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$59,339,722

-$3,909,157 QoQ

Shares Held

3,074,597

-19.8% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

11.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

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

Energy · as of Mar 31, 2026

Pinnacle Wealth Planning Services, Inc. holds $61,918,183 across 25 Oil & Gas Midstream names. ET ranks #1 (95.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP This page	3,074,597	$59,339,722
2	KMI	Kinder Morgan, Inc.	26,113	$875,568
3	WMB	Williams Companies, Inc.	8,819	$641,846
4	OKE	Oneok Inc /New/	2,860	$258,515
5	TNK	Teekay Tankers Ltd.	2,383	$174,721
6	LNG	Cheniere Energy, Inc.	484	$137,339
7	ENB	Enbridge Inc	1,769	$95,773
8	INSW	International Seaways, Inc.	1,120	$81,625

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$59,339,722	3,074,597	-19.8%	Shares	Sole	2026-05-11
2025-12-31	$63,248,879	3,835,590	-0.6%	Shares	Sole	2026-02-13
2025-09-30	$66,199,676	3,857,790	-0.8%	Shares	Sole	2025-11-13
2025-06-30	$70,475,207	3,887,215	+6.4%	Shares	Sole	2025-08-11
2025-03-31	$67,940,222	3,654,665	-4.6%	Shares	Sole	2025-05-15
2024-12-31	$75,073,914	3,832,257	-10.5%	Shares	Sole	2025-02-27
2024-09-30	$68,709,969	4,280,995	-3.2%	Shares	Sole	2024-11-13
2024-06-30	$71,748,148	4,423,437	+7.1%	Shares	Sole	2024-08-09
2024-03-31	$64,953,385	4,129,268	-5.4%	Shares	Sole	2024-05-10
2023-12-31	$60,226,898	4,364,268	+0.2%	Shares	Sole	2024-02-08
2023-09-30	$61,126,535	4,356,845	+0.5%	Shares	Sole	2023-11-08
2023-06-30	$55,031,830	4,333,215	-0.2%	Shares	Sole	2023-08-07
2023-03-31	$54,144,303	4,341,965	+5.5%	Shares	Sole	2023-05-03
2022-12-31	$48,836,325	4,114,265	-14.2%	Shares	Sole	2023-02-13
2022-09-30	$52,906,994	4,796,645	+2.1%	Shares	Sole	2022-11-09
2022-06-30	$46,893,574	4,698,755	+7.7%	Shares	Sole	2022-08-03
2022-03-31	$48,841,306	4,364,728	-8.4%	Shares	Sole	2022-04-20
2021-12-31	$39,213,711	4,764,728	+12.7%	Shares	Sole	2022-01-21
2021-09-30	$40,512,066	4,228,817	+20.6%	Shares	Sole	2021-10-29
2021-06-30	$37,282,577	3,507,298	0.0%	Shares	Sole	2021-08-02
2021-03-31	$26,936,048	3,507,298	+0.1%	Shares	Sole	2021-04-29
2020-12-31	$21,661,505	3,505,098	+39.8%	Shares	Sole	2021-02-12
2020-09-30	$13,588,471	2,507,098	+26.5%	Shares	Sole	2020-11-03
2020-06-30	$14,110,195	1,981,769	—	Shares	Sole	2020-07-27
No filing history on record for this holder in this stock.