ET — ENERGY TRANSFER L P

Ownership history in Compound Planning, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in ENERGY TRANSFER L P (ET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2023 Q3)
Avg. % of fund
0.04%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,904 -31,625 -71.0% 0.01% $221K $16.51
2025 Q2 ADDED 44,529 +6,444 +16.9% 0.03% $807K $17.12
2025 Q1 ADDED 38,085 +6,152 +19.3% 0.03% $708K $17.22
2024 Q4 REDUCED 31,933 -907 -2.8% 0.03% $626K $17.86
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ET price (monthly, adj. close)

Other funds also holding ET

As of 2025 Q4 — sorted by position size

First Reserve GP XIII Ltd 3Y 87.28% Stephens Group, LLC 3Y 49.57% Kamunting Street Capital Management, L.P. 3Y 7Y 26.05% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 19.64% Garrett Wealth Advisory Group, LLC 3Y 7Y 17.07% SL ADVISORS, LLC 3Y 7Y 14.96% DELPHI FINANCIAL GROUP, INC. 3Y 7Y 11.71% LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3Y 7Y 11.26% Fractal Investments LLC 3Y 11.05% Alden Global Capital LLC 3Y 7Y 10.63%
← Back to Compound Planning, Inc. Holdings