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LRI Investments, LLC

Position in ET — Energy Transfer LP

CIK 2023325 PALM BEACH GARDENS, FL

Position in ET

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$464,424
+$227,227 QoQ
Shares Held
24,290
+97.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#721
of 1,274 holders
Holding Since
Mar 2024
10 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, 2026

LRI Investments, LLC holds $3,310,114 across 20 Oil & Gas Midstream names. ET ranks #2 (14.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ET
Energy Transfer LP
This page
24,290 $464,424

All Filings in ET

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $464,424 24,290
2026-03-31 $237,197 12,290
2025-12-31 $202,662 12,290
2025-09-30 $210,896 12,290
2025-06-30 $222,817 12,290
2025-03-31 $228,471 12,290
2024-12-31 $240,761 12,290
2024-09-30 $197,254 12,290
2024-06-30 $199,343 12,290
2024-03-31 $28,943 1,840