Position in NAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,852
New position
Shares Held
19,107
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 272 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, 2026Waverly Advisors, LLC holds $160,619,628 across 18 Oil & Gas Midstream names. NAT ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,390,296 | $26,582,459 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
514,978 | $18,930,591 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
78,936 | $18,866,493 | |
| 4 | ENB |
Enbridge Inc
|
250,637 | $13,587,031 | |
| 5 | MPLX |
Mplx LP
|
239,612 | $13,497,343 | |
| 6 | PAA |
Plains All American Pipeline LP
|
592,342 | $13,185,532 | |
| 7 | WES |
Western Midstream Partners, LP
|
250,869 | $10,978,027 | |
| 8 | AM |
Antero Midstream Corp
|
444,256 | $10,106,824 |
All Filings in NAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,852 | 19,107 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||