Position in ET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,846,599
-$18,575 QoQ
Shares Held
410,387
+0.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
6.52%
of 13F equity value
Holder Rank
#173
of 1,278 holders
Holding Since
Mar 2023
14 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, 2026Concorde Financial Corp holds $7,846,599 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
410,387 | $7,846,599 |
All Filings in ET
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,846,599 | 410,387 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,865,174 | 407,522 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,622,367 | 401,599 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,976,089 | 406,532 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,056,884 | 389,238 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,205,279 | 387,589 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,525,792 | 384,165 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,203,421 | 386,506 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,173,035 | 442,234 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,961,437 | 442,558 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,089,705 | 441,283 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,052,250 | 75,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,467,959 | 430,548 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,356,038 | 269,129 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||