Williams Jones Wealth Management, LLC.

Position in ET — Energy Transfer LP

CIK 1788587 New York, NY

Position in ET

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$14,786,907

+$2,090,745 QoQ

Shares Held

766,161

-0.5% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Mar 31, 2026

Williams Jones Wealth Management, LLC. holds $108,228,677 across 9 Oil & Gas Midstream names. ET ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPD	Enterprise Products Partners L.P.	1,498,970	$56,721,024
2	WMB	Williams Companies, Inc.	389,959	$28,381,216
3	ET	Energy Transfer LP This page	766,161	$14,786,907
4	OKE	Oneok Inc /New/	42,696	$3,859,291
5	MPLX	Mplx LP	52,581	$3,000,797
6	LNG	Cheniere Energy, Inc.	1,979	$561,561
7	ENB	Enbridge Inc	9,373	$507,454
8	KMI	Kinder Morgan, Inc.	6,216	$208,422

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,786,907	766,161	-0.5%	Shares	Sole	2026-05-05
2025-12-31	$12,696,162	769,931	-5.1%	Shares	Sole	2026-02-13
2025-09-30	$13,917,291	811,031	+0.9%	Shares	Sole	2025-11-14
2025-06-30	$14,577,082	804,031	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$14,800,075	796,131	-1.9%	Shares	Sole	2025-05-15
2024-12-31	$15,896,462	811,458	-3.2%	Shares	Sole	2025-02-14
2024-09-30	$13,454,458	838,284	+3.5%	Shares	Sole	2024-11-14
2024-06-30	$13,141,476	810,202	-0.5%	Shares	Sole	2024-08-05
2024-03-31	$12,808,514	814,273	+2.4%	Shares	Sole	2024-05-07
2023-12-31	$10,969,937	794,923	+2.6%	Shares	Sole	2024-02-14
2023-09-30	$10,871,173	774,852	+1.3%	Shares	Sole	2023-11-14
2023-06-30	$9,713,620	764,852	+8.5%	Shares	Sole	2023-08-14
2023-03-31	$8,790,751	704,952	+7.0%	Shares	Sole	2023-05-15
2022-12-31	$7,818,792	658,702	+17.6%	Shares	Sole	2023-02-14
2022-09-30	$6,175,708	559,901	+18.1%	Shares	Sole	2022-11-14
2022-06-30	$4,733,224	474,271	-8.6%	Shares	Sole	2022-08-15
2022-03-31	$5,807,285	518,971	+35.8%	Shares	Sole	2022-05-16
2021-12-31	$3,146,090	382,271	+0.4%	Shares	Sole	2022-02-14
2021-09-30	$3,648,265	380,821	+15.9%	Shares	Sole	2021-11-15
2021-06-30	$3,493,241	328,621	-1.0%	Shares	Sole	2021-08-16
2021-03-31	$2,550,351	332,077	-8.4%	Shares	Sole	2021-05-17
2020-12-31	$2,241,498	362,702	-22.0%	Shares	Sole	2021-02-16
2020-09-30	$2,520,885	465,108	+4.4%	Shares	Sole	2020-11-13
2020-06-30	$3,171,490	445,434	+54.3%	Shares	Sole	2020-08-14
2020-03-31	$1,327,665	288,623	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.