ET ENERGY TRANSFER L P

Ownership history in EVERETT HARRIS & CO /CA/  ·  9 quarters on record

AI Ownership Summary

EVERETT HARRIS & CO /CA/ reported ENERGY TRANSFER L P (ET) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows ET at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERETT HARRIS & CO /CA/'s position in ENERGY TRANSFER L P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ET was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EVERETT HARRIS & CO /CA/ held ET — position size vs. price
% of Fund (quarterly)    ET price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 10,697 0% 0.00% $184K 2025-11-03 $16.19
2025 Q2 UNCHANGED 10,697 0% 0.00% $194K 2025-08-08 $16.63
2025 Q1 UNCHANGED 10,697 0% 0.00% $199K 2025-05-12 $16.47
2024 Q4 UNCHANGED 10,697 0% 0.00% $210K 2025-01-24 $19.19
2024 Q3 UNCHANGED 10,697 0% 0.00% $172K 2024-10-18 $14.68
2024 Q2 UNCHANGED 10,697 0% 0.00% $174K 2024-08-02 $13.99
2024 Q1 UNCHANGED 10,697 0% 0.00% $168K 2024-04-19 $13.56
2023 Q4 UNCHANGED 10,697 0% 0.00% $148K 2024-01-18 $11.54
2023 Q3 INITIATED 10,697 0.00% $150K 2023-10-24 $11.30

FAQ About EVERETT HARRIS & CO /CA/ and ET

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERETT HARRIS & CO /CA/ reported owning ET?

EVERETT HARRIS & CO /CA/ reported ET across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported ET position in EVERETT HARRIS & CO /CA/'s portfolio?

The largest reported portfolio weight for ET was 0.00% in 2024 Q4.

What is the latest reported ET position on this page?

The most recent filing on this page is 2025 Q3, when EVERETT HARRIS & CO /CA/ reported 10,697 shares, equal to 0.00% of portfolio, with an estimated market value of $184K.

What does the chart on this ET ownership page compare?

The chart compares EVERETT HARRIS & CO /CA/'s quarterly ET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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