Position in ET
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$490,504
-$6,721 QoQ
Shares Held
25,654
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#700
of 1,278 holders
Holding Since
Dec 2024
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, 2026Cyndeo Wealth Partners, LLC holds $27,808,207 across 6 Oil & Gas Midstream names. ET ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
337,210 | $10,780,603 | |
| 2 | OKE |
Oneok Inc /New/
|
123,497 | $10,736,829 | |
| 3 | WMB |
Williams Companies, Inc.
|
63,760 | $4,739,918 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
26,744 | $983,109 | |
| 5 | ET |
Energy Transfer LP
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|
25,654 | $490,504 | |
| 6 | NAT |
NORDIC AMERICAN TANKERS Ltd
|
13,943 | $77,244 |
All Filings in ET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,504 | 25,654 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $497,225 | 25,763 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $397,112 | 24,082 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $411,445 | 23,977 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $395,796 | 21,831 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $217,837 | 11,718 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $272,457 | 13,908 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||