Position in ET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$710,422
-$182,839 QoQ
Shares Held
37,156
-19.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#583
of 1,278 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $18,136,576 across 8 Oil & Gas Midstream names. ET ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
241,788 | $8,888,126 | |
| 2 | WMB |
Williams Companies, Inc.
|
48,194 | $3,582,741 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
109,245 | $3,492,562 | |
| 4 | ET |
Energy Transfer LP
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|
37,156 | $710,422 | |
| 5 | TRGP |
Targa Resources Corp.
|
1,862 | $499,276 | |
| 6 | OKE |
Oneok Inc /New/
|
4,931 | $428,701 | |
| 7 | DTM |
DT Midstream, Inc.
|
1,991 | $292,159 | |
| 8 | ENB |
Enbridge Inc
|
4,475 | $242,589 |
All Filings in ET
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,422 | 37,156 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $893,261 | 46,283 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $768,697 | 46,616 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $798,471 | 46,531 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $845,220 | 46,620 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $844,078 | 45,405 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $970,625 | 49,547 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $808,069 | 50,347 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $704,759 | 43,450 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $683,075 | 43,425 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $690,303 | 50,022 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $631,420 | 45,005 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $403,656 | 31,784 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $435,589 | 34,931 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $593,761 | 50,022 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $228,067 | 20,677 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $204,190 | 20,460 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $215,441 | 19,253 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $128,346 | 15,595 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $120,660 | 12,595 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $127,251 | 11,971 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $94,763 | 12,339 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $70,075 | 11,339 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $66,720 | 12,310 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $87,291 | 12,260 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $52,499 | 11,413 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||