IEQ CAPITAL, LLC

Position in ET — Energy Transfer LP

CIK 1779789 Foster City, CA

Position in ET

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,592,849

+$396,197 QoQ

Shares Held

186,158

-4.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 10.030726587092685.ToString("F0")% Shared 0.ToString("F0")% None 89.96927341290731.ToString("F0")%

Energy · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $63,568,220 across 21 Oil & Gas Midstream names. ET ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	618,914	$20,752,185
2	STNG	Scorpio Tankers Inc.	122,146	$9,119,420
3	WMB	Williams Companies, Inc.	122,706	$8,930,541
4	INSW	International Seaways, Inc.	56,768	$4,137,251
5	ET	Energy Transfer LP This page	186,158	$3,592,849
6	TNK	Teekay Tankers Ltd.	42,031	$3,081,712
7	LPG	Dorian Lpg Ltd.	74,706	$2,554,945
8	DHT	DHT Holdings, Inc.	124,083	$2,266,996

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,592,849	186,158	-4.0%	Shares	Other	2026-05-15
2025-12-31	$3,196,652	193,854	-1.1%	Shares	Other	2026-02-13
2025-09-30	$3,362,862	195,971	+1.5%	Shares	Other	2025-11-14
2025-06-30	$3,499,252	193,009	+0.3%	Shares	Sole	2025-08-14
2025-03-31	$3,577,365	192,435	-9.0%	Shares	Sole	2025-05-14
2024-12-31	$4,143,910	211,532	+6.4%	Shares	Other	2025-02-03
2024-09-30	$3,189,631	198,731	+0.4%	Shares	Sole	2024-11-14
2024-06-30	$3,209,223	197,856	+8.0%	Shares	Other	2024-08-12
2024-03-31	$2,880,602	183,128	-4.9%	Shares	Sole	2024-05-09
2023-12-31	$2,658,100	192,616	+195.1%	Shares	Sole	2024-02-07
2023-09-30	$915,681	65,266	+0.9%	Shares	Sole	2023-11-06
2023-06-30	$821,841	64,712	+3.6%	Shares	Other	2023-08-08
2023-03-31	$778,700	62,446	+34.2%	Shares	Sole	2023-05-02
2022-12-31	$552,429	46,540	+0.2%	Shares	Sole	2023-02-06
2022-09-30	$512,133	46,431	-16.8%	Shares	Other	2022-11-04
2022-06-30	$556,633	55,775	-4.7%	Shares	Other	2022-07-27
2022-03-31	$654,905	58,526	-30.0%	Shares	Sole	2022-04-26
2021-12-31	$687,739	83,565	+23.9%	Shares	Sole	2022-01-31
2021-09-30	$646,218	67,455	-5.0%	Shares	Sole	2021-11-09
2021-06-30	$754,739	71,001	+91.7%	Shares	Other	2021-07-29
2021-03-31	$284,520	37,047	-1.9%	Shares	Other	2021-05-04
2020-09-30	$204,696	37,767	-40.1%	Shares	Sole	2020-11-03
2020-06-30	$449,114	63,078	-12.1%	Shares	Sole	2020-07-31
2020-03-31	$330,155	71,773	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.