Joseph P. Lucia & Associates, LLC

Position in ET — Energy Transfer LP

CIK 1775391 Yorktown Heights, NY

Position in ET

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,146,033

-$140,505 QoQ

Shares Held

59,939

-10.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#477

of 1,278 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Joseph P. Lucia & Associates, LLC holds $1,146,033 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ET	Energy Transfer LP This page	59,939	$1,146,033

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,146,033	59,939	-10.1%	Shares	Sole	2026-08-07
2026-03-31	$1,286,538	66,660	-9.9%	Shares	Sole	2026-05-15
2025-12-31	$1,220,210	73,997	-9.4%	Shares	Sole	2026-01-28
2025-09-30	$1,401,285	81,660	-5.0%	Shares	Sole	2025-10-20
2025-06-30	$1,557,657	85,916	-2.7%	Shares	Sole	2025-08-04
2025-03-31	$1,640,790	88,262	+33.0%	Shares	Sole	2025-05-14
2024-12-31	$1,300,188	66,370	+26.0%	Shares	Sole	2025-01-22
2024-09-30	$845,465	52,677	+19.1%	Shares	Sole	2024-10-23
2024-06-30	$717,556	44,239	-0.5%	Shares	Sole	2024-07-24
2024-03-31	$699,434	44,465	-2.3%	Shares	Sole	2024-05-03
2023-12-31	$627,762	45,490	+15.9%	Shares	Sole	2024-01-29
2023-09-30	$550,747	39,255	+31.1%	Shares	Sole	2023-10-30
2023-06-30	$380,174	29,935	+48.3%	Shares	Sole	2023-07-21
2023-03-31	$251,706	20,185	+6628.3%	Shares	Sole	2023-05-02
2020-12-31	$1,854	300	+200.0%	Shares	Sole	2021-01-29
2020-06-30	$712	100	—	Shares	Sole	2020-07-10
No filing history on record for this holder in this stock.