Old North State Wealth Management, LLC
Position in ET — Energy Transfer LP
CIK 2041262
Wilmington, NC
Position in ET
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,958,862
-$35,177 QoQ
Shares Held
311,656
+0.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#205
of 1,278 holders
Holding Since
Dec 2021
19 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, 2026Old North State Wealth Management, LLC holds $14,292,015 across 4 Oil & Gas Midstream names. ET ranks #1 (41.7% of the industry book) .
All Filings in ET
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,958,862 | 311,656 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,994,039 | 310,572 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,079,315 | 308,024 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,096,605 | 297,005 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,223,724 | 288,126 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,285,211 | 284,304 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,738,616 | 292,936 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,775,693 | 297,551 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,707,952 | 290,256 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $4,529,406 | 287,947 | Shares | Sole | 2024-10-29 | |
| 2023-12-31 | $3,223,859 | 233,613 | Shares | Sole | 2024-10-28 | |
| 2023-09-30 | $3,241,589 | 231,047 | Shares | Sole | 2024-10-28 | |
| 2023-06-30 | $3,007,715 | 236,828 | Shares | Sole | 2024-10-28 | |
| 2023-03-31 | $2,902,317 | 232,744 | Shares | Sole | 2024-10-28 | |
| 2022-12-31 | $2,680,602 | 225,830 | Shares | Sole | 2024-10-25 | |
| 2022-09-30 | $2,323,612 | 210,663 | Shares | Sole | 2024-10-25 | |
| 2022-06-30 | $2,516,297 | 252,134 | Shares | Sole | 2024-10-25 | |
| 2022-03-31 | $2,855,564 | 255,189 | Shares | Sole | 2024-10-25 | |
| 2021-12-31 | $2,049,911 | 249,078 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||