Position in ET
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$431,729
-$86,090 QoQ
Shares Held
22,580
-15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#756
of 1,281 holders
Holding Since
Mar 2022
15 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, 2026Laidlaw Wealth Management LLC holds $733,326 across 2 Oil & Gas Midstream names. ET ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
22,580 | $431,729 | |
| 2 | WMB |
Williams Companies, Inc.
|
4,057 | $301,597 |
All Filings in ET
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,729 | 22,580 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $517,819 | 26,830 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $343,486 | 20,830 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $543,457 | 31,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $574,177 | 31,670 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $588,466 | 31,655 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $448,121 | 22,875 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $325,815 | 20,300 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $338,998 | 20,900 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $320,892 | 20,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $253,920 | 18,400 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $208,345 | 14,850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $266,014 | 20,946 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $214,883 | 17,232 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $187,454 | 16,752 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||