Position in ET
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,122,057
-$16,353 QoQ
Shares Held
58,685
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#481
of 1,278 holders
Holding Since
Mar 2025
5 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, 2026Xcel Wealth Management, LLC holds $1,582,151 across 2 Oil & Gas Midstream names. ET ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
58,685 | $1,122,057 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
1,925 | $460,094 |
All Filings in ET
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,057 | 58,685 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,138,410 | 58,985 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $328,614 | 19,150 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $329,059 | 18,150 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $258,401 | 13,900 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||