Position in ET
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$808,125
+$352,452 QoQ
Shares Held
42,266
+79.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#553
of 1,277 holders
Holding Since
Sep 2024
8 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, 2026PDS Planning, Inc holds $6,647,459 across 14 Oil & Gas Midstream names. ET ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
12,911 | $959,803 | |
| 2 | TRGP |
Targa Resources Corp.
|
3,144 | $843,032 | |
| 3 | ET |
Energy Transfer LP
This page
|
42,266 | $808,125 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
2,718 | $649,629 | |
| 5 | OKE |
Oneok Inc /New/
|
5,855 | $509,033 | |
| 6 | ENB |
Enbridge Inc
|
9,237 | $500,737 | |
| 7 | MPLX |
Mplx LP
|
7,025 | $395,718 | |
| 8 | EPD |
Enterprise Products Partners L.P.
|
10,401 | $382,340 |
All Filings in ET
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,125 | 42,266 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $455,673 | 23,610 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $374,982 | 22,740 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $390,098 | 22,733 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $412,040 | 22,727 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $410,244 | 22,068 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $432,214 | 22,063 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $382,985 | 23,862 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||