Position in ET
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,057,603
-$20,803 QoQ
Shares Held
55,314
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#493
of 1,278 holders
Holding Since
Dec 2025
3 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, 2026Heritage Wealth Management, Inc. holds $1,703,135 across 2 Oil & Gas Midstream names. ET ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
This page
|
55,314 | $1,057,603 | |
| 2 | ENB |
Enbridge Inc
|
11,908 | $645,532 |
All Filings in ET
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,057,603 | 55,314 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,078,406 | 55,876 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $920,735 | 55,836 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||