Position in ET
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$297,124
-$2,798 QoQ
Shares Held
15,540
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#895
of 1,278 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $528,724 across 2 Oil & Gas Midstream names. ET ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
15,540 | $297,124 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
969 | $231,600 |
All Filings in ET
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,124 | 15,540 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $299,922 | 15,540 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $256,254 | 15,540 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $266,666 | 15,540 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $288,888 | 15,540 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $304,428 | 15,540 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $249,417 | 15,540 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $252,058 | 15,540 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $244,444 | 15,540 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $214,452 | 15,540 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $218,026 | 15,540 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $197,358 | 15,540 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $193,783 | 15,540 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||