Position in ET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,314,398
-$472,509 QoQ
Shares Held
748,661
-2.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#137
of 1,281 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Williams Jones Wealth Management, LLC. holds $105,957,118 across 9 Oil & Gas Midstream names. ET ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
1,464,972 | $53,852,370 | |
| 2 | WMB |
Williams Companies, Inc.
|
400,798 | $29,795,323 | |
| 3 | ET |
Energy Transfer LP
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|
748,661 | $14,314,398 | |
| 4 | OKE |
Oneok Inc /New/
|
40,998 | $3,564,366 | |
| 5 | MPLX |
Mplx LP
|
52,731 | $2,970,337 | |
| 6 | ENB |
Enbridge Inc
|
9,373 | $508,110 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
2,023 | $483,517 | |
| 8 | TNCAF |
Tc Energy Corp
|
3,750 | $248,587 |
All Filings in ET
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,314,398 | 748,661 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $14,786,907 | 766,161 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,696,162 | 769,931 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,917,291 | 811,031 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,577,082 | 804,031 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,800,075 | 796,131 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,896,462 | 811,458 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,454,458 | 838,284 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,141,476 | 810,202 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $12,808,514 | 814,273 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $10,969,937 | 794,923 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,871,173 | 774,852 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,713,620 | 764,852 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,790,751 | 704,952 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,818,792 | 658,702 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,175,708 | 559,901 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,733,224 | 474,271 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,807,285 | 518,971 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,146,090 | 382,271 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,648,265 | 380,821 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,493,241 | 328,621 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,550,351 | 332,077 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,241,498 | 362,702 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,520,885 | 465,108 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,171,490 | 445,434 | 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. | ||||||