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Excelsior Advisor Network LLC

Position in ET — Energy Transfer LP

CIK 2110679 SCOTTSDALE, AZ

Position in ET

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$7,886,215
+$6,984,751 QoQ
Shares Held
412,459
+783.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#172
of 1,278 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 6% Shared 0% None 94%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

Excelsior Advisor Network LLC holds $25,679,076 across 7 Oil & Gas Midstream names. ET ranks #2 (30.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ET
Energy Transfer LP
This page
412,459 $7,886,215

All Filings in ET

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,886,215 412,459
2026-03-31 $901,464 46,708