Foundations Investment Advisors, LLC
EndowmentPosition in ET — Energy Transfer LP
CIK 1743404
PHOENIX, AZ
Position in ET
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,232,546
+$638,788 QoQ
Shares Held
115,676
+19.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Foundations Investment Advisors, LLC holds $79,017,097 across 11 Oil & Gas Midstream names. ET ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
100,380 | $28,483,827 | |
| 2 | WMB |
Williams Companies, Inc.
|
348,469 | $25,361,573 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
258,853 | $9,794,997 | |
| 4 | ENB |
Enbridge Inc
|
93,796 | $5,078,114 | |
| 5 | OKE |
Oneok Inc /New/
|
25,729 | $2,325,644 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
66,814 | $2,240,272 | |
| 7 | ET |
Energy Transfer LP
This page
|
115,676 | $2,232,546 | |
| 8 | TRP |
Tc Energy Corp
|
31,257 | $1,956,688 |
All Filings in ET
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,232,546 | 115,676 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,593,758 | 96,650 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,034,815 | 118,579 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,699,524 | 93,741 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,659,399 | 89,263 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,620,739 | 82,733 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,290,131 | 80,382 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,325,757 | 81,736 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,425,877 | 90,647 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,301,850 | 94,337 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,475,254 | 105,150 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,179,385 | 92,865 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,162,029 | 93,186 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,071,540 | 90,273 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $207,187 | 18,784 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||