Position in ET
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$308,405
+$16,396 QoQ
Shares Held
16,130
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#874
of 1,278 holders
Holding Since
Mar 2024
8 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, 2026Sovereign Financial Group, Inc. holds $2,684,283 across 6 Oil & Gas Midstream names. ET ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
26,950 | $990,682 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
2,584 | $617,601 | |
| 3 | ET |
Energy Transfer LP
This page
|
16,130 | $308,405 | |
| 4 | WMB |
Williams Companies, Inc.
|
4,029 | $299,515 | |
| 5 | OKE |
Oneok Inc /New/
|
2,783 | $241,954 | |
| 6 | DTM |
DT Midstream, Inc.
|
1,541 | $226,126 |
All Filings in ET
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,405 | 16,130 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $292,009 | 15,130 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $259,964 | 15,765 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $240,892 | 14,038 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $231,683 | 12,779 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $196,403 | 10,565 | Shares | Sole | 2025-04-11 | |
| 2024-06-30 | $178,371 | 10,997 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $187,139 | 11,897 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||