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Energy Transfer shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Energy Transfer (ET.PI) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Energy Transfer

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All positions including Energy Transfer held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Transfer by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $260k 23k 11.57

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Tcw Etf Trust Flexible Income (FLXR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded SHS (FVD)
T Rowe Price Etf Cap Appreciation (TCAF)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Beacon Financial Advisory

Top funds holding Energy Transfer

Infrastructure Capital Advisors
Kim
Wells Fargo & Company
UBS Group
LPL Financial
D.A. Davidson & Co.
Magnus Financial Group
Guggenheim Capital, LLC Managers
Lido Advisors
Morgan Stanley
Kestra Advisory Services
Commonwealth Equity Services
Phraction Management
Clear Harbor Asset Management
Kamunting Street Capital Management

View all funds holding Energy Transfer