Atlantic Edge Private Wealth Management, LLC
Position in ET — Energy Transfer LP
CIK 2011145
JACKSONVILLE, FL
Position in ET
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$49,712
-$468 QoQ
Shares Held
2,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,157
of 1,277 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ET Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $239,220 across 9 Oil & Gas Midstream names. ET ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLNG |
Golar Lng Ltd
|
2,208 | $110,046 | |
| 2 | ET |
Energy Transfer LP
This page
|
2,600 | $49,712 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
95 | $22,705 | |
| 4 | PAA |
Plains All American Pipeline LP
|
650 | $14,469 | |
| 5 | KNTK |
Kinetik Holdings Inc.
|
275 | $13,293 | |
| 6 | OKE |
Oneok Inc /New/
|
100 | $8,694 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
225 | $7,193 | |
| 8 | DTM |
DT Midstream, Inc.
|
45 | $6,603 |
All Filings in ET
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,712 | 2,600 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $50,180 | 2,600 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $42,874 | 2,600 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $44,616 | 2,600 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $47,138 | 2,600 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $48,334 | 2,600 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $47,505 | 2,425 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $38,921 | 2,425 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $39,333 | 2,425 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $38,145 | 2,425 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $33,465 | 2,425 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||