Whalen Wealth Management Inc.

Position in ET — Energy Transfer LP

CIK 1894447 LAS VEGAS, NV

Position in ET

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$529,891

New position

Shares Held

27,714

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#668

of 1,277 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $1,990,517 across 4 Oil & Gas Midstream names. ET ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	9,862	$733,141
2	ET	Energy Transfer LP This page	27,714	$529,891
3	LNG	Cheniere Energy, Inc.	1,833	$438,105
4	PAA	Plains All American Pipeline LP	13,000	$289,380

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,891	27,714	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.