Position in ET
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$237,088
-$2,232 QoQ
Shares Held
12,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#987
of 1,278 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $9,862,013 across 3 Oil & Gas Midstream names. ET ranks #3 (2.4% of the industry book) .
All Filings in ET
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,088 | 12,400 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $239,320 | 12,400 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $197,880 | 12,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $205,920 | 12,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $208,495 | 11,500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $213,785 | 11,500 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||