HARMONY ASSET MANAGEMENT LLC

Position in ET — Energy Transfer LP

CIK 2002815 Scottsdale, AZ

Position in ET

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$352,936

-$6,719 QoQ

Shares Held

18,459

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#826

of 1,278 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

HARMONY ASSET MANAGEMENT LLC holds $4,680,491 across 5 Oil & Gas Midstream names. ET ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMI	Kinder Morgan, Inc.	69,978	$2,237,196
2	OKE	Oneok Inc /New/	14,589	$1,268,367
3	CQP	Cheniere Energy Partners, L.P.	8,700	$530,265
4	ET	Energy Transfer LP This page	18,459	$352,936
5	EPD	Enterprise Products Partners L.P.	7,936	$291,727

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,936	18,459	-0.9%	Shares	Sole	2026-07-20
2026-03-31	$359,655	18,635	-0.5%	Shares	Sole	2026-05-05
2025-12-31	$308,775	18,725	-0.1%	Shares	Sole	2026-02-06
2025-09-30	$321,561	18,739	+1.2%	Shares	Sole	2025-11-05
2025-06-30	$335,658	18,514	-5.7%	Shares	Sole	2025-08-14
2025-03-31	$365,126	19,641	-0.2%	Shares	Sole	2025-05-01
2024-12-31	$385,452	19,676	-0.1%	Shares	Sole	2025-02-18
2024-09-30	$316,136	19,697	+10.9%	Shares	Sole	2024-11-14
2024-06-30	$287,986	17,755	-2.2%	Shares	Sole	2024-08-14
2024-03-31	$285,499	18,150	+2.8%	Shares	Sole	2024-05-14
2023-12-31	$243,625	17,654	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.