Position in ET
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,325,177
+$373,237 QoQ
Shares Held
172,289
-3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026NewEdge Wealth, LLC holds $29,531,416 across 16 Oil & Gas Midstream names. ET ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
114,289 | $8,317,953 | |
| 2 | TRGP |
Targa Resources Corp.
|
17,061 | $4,277,704 | |
| 3 | ET |
Energy Transfer LP
This page
|
172,289 | $3,325,177 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
61,159 | $2,050,661 | |
| 5 | INSW |
International Seaways, Inc.
|
24,942 | $1,817,772 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
6,197 | $1,758,460 | |
| 7 | ENB |
Enbridge Inc
|
29,525 | $1,598,483 | |
| 8 | EPD |
Enterprise Products Partners L.P.
|
39,608 | $1,498,766 |
All Filings in ET
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,325,177 | 172,289 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,951,940 | 179,014 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,071,880 | 179,014 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,542,224 | 140,222 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,655,395 | 142,840 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,492,699 | 76,197 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,213,331 | 75,597 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,109,561 | 68,407 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,076,042 | 68,407 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $944,016 | 68,407 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $985,579 | 70,248 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $873,099 | 68,748 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $838,582 | 67,248 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $568,418 | 47,887 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $197,106 | 17,870 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $254,609 | 25,512 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $285,479 | 25,512 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,085,427 | 374,900 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||