Keystone Financial Group

Position in ET — Energy Transfer LP

CIK 1729299 LEXINGTON, KY

Position in ET

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,050,374

+$887,599 QoQ

Shares Held

106,237

+50.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Keystone Financial Group holds $1,881,904 across 2 Oil & Gas Midstream names.

#	Ticker	Company	Shares	Value (USD)	Open
1	ENB	Enbridge Inc	28,284	$1,533,275
2	OKE	Oneok Inc /New/	4,010	$348,629

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,050,374	106,237	+50.7%	Shares	Sole	2026-05-13
2025-12-31	$1,162,775	70,514	-17.6%	Shares	Sole	2026-02-06
2025-09-30	$1,468,913	85,601	+0.0%	Shares	Sole	2025-11-17
2025-06-30	$1,551,547	85,579	+20.3%	Shares	Sole	2025-08-13
2025-03-31	$1,322,975	71,166	+116.1%	Shares	Sole	2025-05-13
2024-03-31	$518,036	32,933	+5.3%	Shares	Sole	2024-05-08
2023-12-31	$431,608	31,276	-4.2%	Shares	Sole	2024-02-14
2023-09-30	$457,826	32,632	+0.4%	Shares	Sole	2023-11-06
2023-06-30	$412,711	32,497	+4.4%	Shares	Sole	2023-08-07
2022-12-31	$369,335	31,115	+1.0%	Shares	Sole	2023-02-07
2022-09-30	$339,845	30,811	-18.0%	Shares	Sole	2022-11-10
2022-06-30	$375,128	37,588	-16.9%	Shares	Sole	2022-08-05
2022-03-31	$506,067	45,225	+2.2%	Shares	Sole	2022-05-13
2021-12-31	$364,259	44,260	-9.4%	Shares	Sole	2022-02-11
2021-09-30	$468,059	48,858	-4.7%	Shares	Sole	2021-11-12
2021-06-30	$544,989	51,269	-4.5%	Shares	Sole	2021-08-13
2021-03-31	$412,500	53,711	-2.6%	Shares	Sole	2021-05-11
2020-12-31	$340,635	55,119	-28.4%	Shares	Sole	2021-02-10
2020-09-30	$416,976	76,933	+4.2%	Shares	Sole	2020-11-13
2020-06-30	$525,598	73,820	+4.5%	Shares	Sole	2020-08-13
2020-03-31	$324,801	70,609	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.