Position in ET
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$52,407
-$31 QoQ
Shares Held
2,741
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,152
of 1,277 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $308,477 across 10 Oil & Gas Midstream names. ET ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
1,282 | $69,497 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
1,645 | $52,590 | |
| 3 | ET |
Energy Transfer LP
This page
|
2,741 | $52,407 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
1,001 | $36,796 | |
| 5 | PBA |
Pembina Pipeline Corp
|
680 | $31,450 | |
| 6 | WMB |
Williams Companies, Inc.
|
369 | $27,431 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
94 | $22,466 | |
| 8 | DTM |
DT Midstream, Inc.
|
72 | $10,565 |
All Filings in ET
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,407 | 2,741 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $52,438 | 2,717 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $44,374 | 2,691 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $45,697 | 2,663 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $39,088 | 2,156 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $39,615 | 2,131 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||