Pinnacle Wealth Planning Services, Inc.
Position in ET — Energy Transfer LP
CIK 1726752
MANSFIELD, OH
Position in ET
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$41,049,970
-$18,289,752 QoQ
Shares Held
2,146,965
-30.2% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
7.12%
of 13F equity value
Holder Rank
#61
of 1,281 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $43,779,935 across 25 Oil & Gas Midstream names. ET ranks #1 (93.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
2,146,965 | $41,049,970 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
26,114 | $834,864 | |
| 3 | WMB |
Williams Companies, Inc.
|
8,866 | $659,098 | |
| 4 | TNCAF |
Tc Energy Corp
|
3,739 | $247,858 | |
| 5 | OKE |
Oneok Inc /New/
|
2,811 | $244,388 | |
| 6 | TNK |
Teekay Tankers Ltd.
|
2,383 | $154,585 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
496 | $118,548 | |
| 8 | ENB |
Enbridge Inc
|
1,769 | $95,897 |
All Filings in ET
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,049,970 | 2,146,965 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $59,339,722 | 3,074,597 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $63,248,879 | 3,835,590 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $66,199,676 | 3,857,790 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $70,475,207 | 3,887,215 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $67,940,222 | 3,654,665 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $75,073,914 | 3,832,257 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $68,709,969 | 4,280,995 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $71,748,148 | 4,423,437 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $64,953,385 | 4,129,268 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $60,226,898 | 4,364,268 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $61,126,535 | 4,356,845 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $55,031,830 | 4,333,215 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $54,144,303 | 4,341,965 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $48,836,325 | 4,114,265 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $52,906,994 | 4,796,645 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $46,893,574 | 4,698,755 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $48,841,306 | 4,364,728 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $39,213,711 | 4,764,728 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $40,512,066 | 4,228,817 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $37,282,577 | 3,507,298 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $26,936,048 | 3,507,298 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $21,661,505 | 3,505,098 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,588,471 | 2,507,098 | 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. | ||||||