ACTION POINT FINANCIAL PLANNING, LLC
Position in ET — Energy Transfer LP
CIK 2116119
GRAND RAPIDS, MI
Position in ET
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$115,386
New position
Shares Held
6,035
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,095
of 1,278 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $921,530 across 23 Oil & Gas Midstream names. ET ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
1,249 | $298,514 | |
| 2 | ET |
Energy Transfer LP
This page
|
6,035 | $115,386 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
3,309 | $105,779 | |
| 4 | ENB |
Enbridge Inc
|
1,445 | $78,328 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
2,016 | $74,106 | |
| 6 | DTM |
DT Midstream, Inc.
|
401 | $58,838 | |
| 7 | WMB |
Williams Companies, Inc.
|
777 | $57,752 | |
| 8 | OKE |
Oneok Inc /New/
|
635 | $55,202 |
All Filings in ET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,386 | 6,035 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||