HWG Holdings LP ET ENERGY TRANSFER EQUITYL P COM

Ownership history in HWG Holdings LP  ·  11 quarters on record

AI Ownership Summary

HWG Holdings LP reported ENERGY TRANSFER EQUITYL P COM (ET) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.46% in 2026 Q1. The latest visible filing shows ET at 0.46% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HWG Holdings LP's position in ENERGY TRANSFER EQUITYL P COM, 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
2026 Q1

ET was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 HWG Holdings LP held ET — position size vs. price
% of Fund (quarterly)    ET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 92,302 0% 0.46% $1.8M 2026-05-06 $19.53
2025 Q4 ADDED 92,302 +61,066 +195.5% 0.37% $1.5M 2026-01-12 $16.55
2025 Q3 ADDED 31,236 +29,187 +1424.5% 0.14% $536K 2025-10-14 $15.64
2025 Q1 UNCHANGED 2,049 0% 0.02% $38K 2025-04-22 $15.46
2024 Q2 REDUCED 95.2% +1.0% 2,049 -40,360 -95.2% 0.01% $33K 2024-08-19 $14.34
2023 Q4 UNCHANGED 42,409 0% 0.26% $585K 2024-01-04 $11.47
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HWG Holdings LP and ET

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

How long has HWG Holdings LP reported owning ET?

HWG Holdings LP reported ET across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ET position in HWG Holdings LP's portfolio?

The largest reported portfolio weight for ET was 0.46% in 2026 Q1.

What is the latest reported ET position on this page?

The most recent filing on this page is 2026 Q1, when HWG Holdings LP reported 92,302 shares, equal to 0.46% of portfolio, with an estimated market value of $1.8M.

What does the chart on this ET ownership page compare?

The chart compares HWG Holdings LP'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.

How well did HWG Holdings LP time their ET position?

Based on 13F filing dates vs. subsequent ET price moves, HWG Holdings LP correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on ET relative to SPY over the holding period was -6.1%.

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