Position in ET
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$19,300
+$2,810 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $19,300 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
|
1,000 | $19,300 |
All Filings in ET
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,300 | 1,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,490 | 1,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,160 | 1,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,130 | 1,000 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||