Position in ET
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$612,069
-$134,879 QoQ
Shares Held
32,012
-17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#621
of 1,277 holders
Holding Since
Jun 2023
11 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, 2026Plan Group Financial, LLC holds $4,692,755 across 7 Oil & Gas Midstream names. ET ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
40,643 | $1,494,036 | |
| 2 | OKE |
Oneok Inc /New/
|
11,134 | $967,989 | |
| 3 | WES |
Western Midstream Partners, LP
|
20,350 | $890,516 | |
| 4 | ET |
Energy Transfer LP
This page
|
32,012 | $612,069 | |
| 5 | ENB |
Enbridge Inc
|
5,283 | $286,391 | |
| 6 | PAA |
Plains All American Pipeline LP
|
10,000 | $222,600 | |
| 7 | WMB |
Williams Companies, Inc.
|
2,948 | $219,154 |
All Filings in ET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,069 | 32,012 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $746,948 | 38,702 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $708,311 | 42,954 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,421,242 | 82,823 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,824,585 | 100,639 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,957,129 | 159,071 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,021,618 | 52,150 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $710,597 | 44,274 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $630,147 | 38,850 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $265,066 | 16,851 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $381,000 | 30,000 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||