Position in ET
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,855,390
+$644,478 QoQ
Shares Held
253,943
+16.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#222
of 1,278 holders
Holding Since
Dec 2021
7 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 Jun 30, 2026Confluence Wealth Services, Inc. holds $9,182,103 across 10 Oil & Gas Midstream names. ET ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
253,943 | $4,855,390 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
34,570 | $1,105,202 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
21,002 | $772,033 | |
| 4 | WMB |
Williams Companies, Inc.
|
8,138 | $604,978 | |
| 5 | ENB |
Enbridge Inc
|
11,086 | $600,972 | |
| 6 | OKE |
Oneok Inc /New/
|
4,426 | $384,796 | |
| 7 | MPLX |
Mplx LP
|
5,733 | $322,939 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
988 | $236,141 |
All Filings in ET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,855,390 | 253,943 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,210,912 | 218,182 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,567,842 | 216,364 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,691,493 | 215,122 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,072,360 | 224,620 | Shares | Sole | 2025-07-22 | |
| 2022-06-30 | $1,186,282 | 118,866 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $79,929 | 9,712 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||