STUART INVESTMENT ADVISORS, INC.

Position in ET — Energy Transfer LP

CIK 1910180 AUSTIN, TX

Position in ET

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$911,985

-$147,546 QoQ

Shares Held

47,698

-13.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#529

of 1,278 holders

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

STUART INVESTMENT ADVISORS, INC. holds $1,479,599 across 3 Oil & Gas Midstream names. ET ranks #1 (61.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP This page	47,698	$911,985
2	WMB	Williams Companies, Inc.	4,300	$319,662
3	OKE	Oneok Inc /New/	2,852	$247,952

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$911,985	47,698	-13.1%	Shares	Sole	2026-08-06
2026-03-31	$1,059,531	54,898	+266.1%	Shares	Sole	2026-04-21
2023-12-31	$206,917	14,994	+1.7%	Shares	Sole	2024-01-12
2023-09-30	$206,816	14,741	+1.8%	Shares	Sole	2023-10-10
2023-06-30	$183,984	14,487	+1.8%	Shares	Sole	2023-07-19
2023-03-31	$2,291	14,236	+1.7%	Shares	Sole	2023-04-10
2022-12-31	$166,203	14,002	+1.6%	Shares	Sole	2023-02-13
2022-09-30	$152,070	13,787	+471.8%	Shares	Sole	2022-11-10
2022-03-31	$26,979	2,411	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.