Herold Advisors, Inc.

Position in ET — Energy Transfer LP

CIK 1891713 New York, NY

Position in ET

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$291,006

+$33,930 QoQ

Shares Held

15,220

+14.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#906

of 1,278 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Herold Advisors, Inc. holds $4,104,564 across 5 Oil & Gas Midstream names. ET ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	21,675	$1,884,424
2	WMB	Williams Companies, Inc.	11,565	$859,742
3	KMI	Kinder Morgan, Inc.	25,692	$821,373
4	ET	Energy Transfer LP This page	15,220	$291,006
5	EPD	Enterprise Products Partners L.P.	6,747	$248,019

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,006	15,220	+14.3%	Shares	Sole	2026-07-22
2026-03-31	$257,076	13,320	0.0%	Shares	Sole	2026-05-15
2025-12-31	$219,646	13,320	0.0%	Shares	Sole	2026-02-17
2025-09-30	$228,571	13,320	-5.9%	Shares	Sole	2025-11-13
2025-06-30	$256,648	14,156	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$262,620	14,127	+3.7%	Shares	Sole	2025-05-13
2024-12-31	$266,815	13,620	+12.5%	Shares	Sole	2025-02-14
2024-09-30	$194,381	12,111	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$196,294	12,102	+0.1%	Shares	Sole	2024-07-24
2024-03-31	$190,222	12,093	+0.1%	Shares	Sole	2024-05-10
2023-12-31	$166,759	12,084	+0.1%	Shares	Sole	2024-02-02
2023-09-30	$169,412	12,075	+1.4%	Shares	Sole	2023-11-08
2023-06-30	$151,257	11,910	+0.1%	Shares	Sole	2023-07-17
2023-03-31	$148,393	11,900	+9.2%	Shares	Sole	2023-04-19
2022-12-31	$129,383	10,900	+6.9%	Shares	Sole	2023-02-14
2022-09-30	$112,506	10,200	0.0%	Shares	Sole	2022-11-08
2022-06-30	$101,796	10,200	-48.2%	Shares	Sole	2022-07-15
2022-03-31	$220,443	19,700	0.0%	Shares	Sole	2022-05-09
2021-12-31	$162,131	19,700	0.0%	Shares	Sole	2022-01-20
2021-09-30	$188,726	19,700	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.