Cape Investment Advisory, Inc.

Position in ET — Energy Transfer LP

CIK 1944437 MCDONOUGH, GA

Position in ET

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$37,188

+$5,412 QoQ

Shares Held

1,945

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#447

of 497 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $771,164 across 14 Oil & Gas Midstream names. ET ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENB	Enbridge Inc	9,620	$521,499
2	PAGP	Plains Gp Holdings LP	3,375	$81,911
3	WMB	Williams Companies, Inc.	917	$68,169
4	ET	Energy Transfer LP This page	1,945	$37,188
5	EPD	Enterprise Products Partners L.P.	527	$19,372
6	OKE	Oneok Inc /New/	179	$15,562
7	MPLX	Mplx LP	200	$11,266
8	AM	Antero Midstream Corp	192	$4,367

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,188	1,945	+0.9%	Shares	Sole	2026-07-23
2025-12-31	$31,776	1,927	+1.0%	Shares	Sole	2026-02-17
2025-06-30	$34,573	1,907	+0.5%	Shares	Sole	2025-08-19
2025-03-31	$35,283	1,898	+0.4%	Shares	Sole	2025-05-16
2024-12-31	$37,025	1,890	+0.5%	Shares	Sole	2025-02-05
2024-09-30	$30,190	1,881	+3.8%	Shares	Sole	2024-11-14
2024-06-30	$29,390	1,812	-3.6%	Shares	Sole	2024-08-15
2024-03-31	$29,572	1,880	-70.4%	Shares	Sole	2024-06-21
2023-12-31	$87,712	6,356	+354.0%	Shares	Sole	2024-02-12
2023-09-30	$19,642	1,400	0.0%	Shares	Sole	2023-11-07
2023-06-30	$17,780	1,400	0.0%	Shares	Sole	2023-10-12
2023-03-31	$17,458	1,400	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.